+361.6%
LRCX vs XYZ
+46.8%
+314.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -3.1% | -4.3% | +1.2% | -1.9% |
| 30D | -8.6% | +1.2% | -9.7% | -9.1% |
| 3M | -17.7% | +14.6% | -32.3% | -21.6% |
| 6M | +36.4% | +22.6% | +13.8% | +26.9% |
| YTD | +74.5% | +21.7% | +52.9% | +61.3% |
| 1Y | +159.4% | +6.7% | +152.7% | +149.0% |
| 3Y | +361.6% | +46.8% | +314.7% | +277.9% |
| All | +361.6% | +46.8% | +314.8% | +277.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling