+416.0%
LRCX vs ZBRA
-40.4%
+456.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.8% | -1.0% |
| 7D | -3.1% | -3.4% | +0.3% | -1.3% |
| 30D | -8.6% | -7.4% | -1.2% | -4.6% |
| 3M | -17.7% | +57.5% | -75.2% | -37.9% |
| 6M | +36.4% | +64.0% | -27.6% | -0.5% |
| YTD | +74.5% | +44.3% | +30.3% | +35.0% |
| 1Y | +159.4% | +10.9% | +148.6% | +133.5% |
| 3Y | +361.6% | +37.5% | +324.1% | +251.5% |
| All | +416.0% | -40.4% | +456.4% | +585.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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