+208.1%
LRCX vs XYZ
+9.3%
+198.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.7% | +5.9% | +5.3% |
| 7D | +1.9% | -1.0% | +2.9% | +2.1% |
| 30D | +0.1% | -1.7% | +1.8% | +0.4% |
| 3M | -8.5% | +16.7% | -25.2% | -12.8% |
| 6M | +38.1% | +26.9% | +11.2% | +27.6% |
| YTD | +80.1% | +27.1% | +52.9% | +70.0% |
| 1Y | +208.1% | +9.3% | +198.8% | +215.8% |
| All | +208.1% | +9.3% | +198.8% | +215.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded XYZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling