+416.0%
LRCX vs ZBH
-28.6%
+444.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.1% | -0.2% |
| 7D | -3.1% | -4.7% | +1.6% | -2.0% |
| 30D | -8.6% | -4.5% | -4.1% | -7.8% |
| 3M | -17.7% | +7.6% | -25.3% | -20.5% |
| 6M | +36.4% | +0.3% | +36.1% | +34.3% |
| YTD | +74.5% | +4.5% | +70.0% | +69.2% |
| 1Y | +159.4% | -9.4% | +168.8% | +161.6% |
| 3Y | +361.6% | -21.5% | +383.1% | +387.0% |
| All | +416.0% | -28.6% | +444.7% | +414.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 5y: compounded portfolio wealth divided by compounded ZBH 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…
5y analysis · Full analysis span regression · 6 months rolling