+3,373.2%
LRCX vs Z
+7.8%
+3,365.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.5% | -6.8% | -4.4% |
| 7D | +12.7% | +0.8% | +11.9% | +12.4% |
| 30D | -21.3% | +5.2% | -26.4% | -23.3% |
| 3M | -32.9% | -17.0% | -15.9% | -30.5% |
| 6M | -23.4% | -22.7% | -0.7% | -20.3% |
| YTD | +32.4% | -56.3% | +88.7% | +62.3% |
| 1Y | +48.0% | -57.7% | +105.7% | +82.8% |
| 3Y | +243.9% | -16.5% | +260.5% | +223.5% |
| 5Y | +280.6% | -53.4% | +334.0% | +306.7% |
| 10Y | +2,547.5% | -15.9% | +2,563.5% | +1,993.1% |
| All | +3,373.2% | +7.8% | +3,365.4% | +2,459.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling