+14,363.1%
LRCX vs ZBH
+274.1%
+14,088.9%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.6% |
| 7D | +9.5% | -4.9% | +14.5% | +11.9% |
| 30D | +3.1% | -3.2% | +6.3% | +4.2% |
| 3M | -3.4% | +5.8% | -9.2% | -7.9% |
| 6M | +49.7% | +2.0% | +47.7% | +44.1% |
| YTD | +84.9% | +5.8% | +79.1% | +74.3% |
| 1Y | +200.8% | -7.9% | +208.8% | +198.3% |
| 3Y | +385.1% | -19.4% | +404.4% | +397.0% |
| 5Y | +460.5% | -29.5% | +490.0% | +506.4% |
| 10Y | +3,866.3% | -15.5% | +3,881.8% | +3,663.2% |
| All | +14,363.1% | +274.1% | +14,088.9% | +7,677.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling