+4,595.0%
LRCX vs XYZ
+608.9%
+3,986.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -1.1% |
| 7D | +9.5% | -3.7% | +13.3% | +10.9% |
| 30D | +3.1% | +0.5% | +2.5% | +2.6% |
| 3M | -3.4% | +16.3% | -19.7% | -9.3% |
| 6M | +49.7% | +21.1% | +28.5% | +37.8% |
| YTD | +84.9% | +22.0% | +62.9% | +67.1% |
| 1Y | +200.8% | +5.2% | +195.7% | +185.6% |
| 3Y | +385.1% | +49.6% | +335.5% | +273.6% |
| 5Y | +460.5% | -68.4% | +528.9% | +584.1% |
| 10Y | +3,866.3% | +604.5% | +3,261.7% | +1,804.7% |
| All | +4,595.0% | +608.9% | +3,986.1% | +2,092.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling