+42.8%
LRCX vs XYZ
+19.9%
+22.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +15.3% | -19.3% | -6.4% |
| 7D | -12.8% | +16.5% | -29.3% | -15.1% |
| 30D | -36.0% | +15.0% | -50.9% | -37.6% |
| 3M | -30.2% | +3.5% | -33.8% | -30.6% |
| 6M | -14.2% | +21.9% | -36.1% | -18.7% |
| YTD | +29.7% | +34.6% | -4.9% | +23.0% |
| 1Y | +42.8% | +20.7% | +22.1% | +42.1% |
| All | +42.8% | +19.9% | +22.9% | +42.1% |
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