+161,370.4%
LRCX vs ZBRA
+8,767.1%
+152,603.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.5% |
| 7D | +9.5% | -1.8% | +11.3% | +10.4% |
| 30D | +3.1% | -8.8% | +11.9% | +7.3% |
| 3M | -3.4% | +47.2% | -50.6% | -19.8% |
| 6M | +49.7% | +61.3% | -11.6% | +18.9% |
| YTD | +84.9% | +42.0% | +42.8% | +53.6% |
| 1Y | +200.8% | +10.5% | +190.4% | +178.0% |
| 3Y | +385.1% | +34.5% | +350.6% | +305.2% |
| 5Y | +460.5% | -40.3% | +500.8% | +549.8% |
| 10Y | +3,866.3% | +421.5% | +3,444.7% | +1,764.9% |
| All | +161,370.4% | +8,767.1% | +152,603.3% | +25,839.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling