+3,546.5%
LRCX vs Z
-6.2%
+3,552.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.8% | -2.9% | -4.8% |
| 7D | +1.8% | -11.6% | +13.4% | +5.6% |
| 30D | -4.3% | -8.5% | +4.2% | -2.3% |
| 3M | -7.3% | -7.9% | +0.6% | -7.2% |
| 6M | +38.6% | -29.1% | +67.6% | +50.5% |
| YTD | +74.4% | -54.2% | +128.6% | +115.9% |
| 1Y | +179.1% | -63.5% | +242.7% | +269.9% |
| 3Y | +357.7% | -38.6% | +396.3% | +382.7% |
| 5Y | +424.9% | -66.0% | +490.8% | +516.2% |
| All | +3,546.5% | -6.2% | +3,552.7% | +2,589.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 10y: compounded portfolio wealth divided by compounded Z 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…
10y analysis · Full analysis span regression · 6 months rolling