+208.1%
LRCX vs ZETA
+68.7%
+139.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -4.1% | +9.2% | +5.5% |
| 7D | +1.9% | +2.7% | -0.7% | +1.6% |
| 30D | +0.1% | +15.8% | -15.7% | -1.6% |
| 3M | -8.5% | +35.4% | -43.9% | -10.8% |
| 6M | +38.1% | +67.1% | -29.0% | +27.8% |
| YTD | +80.1% | +54.1% | +26.0% | +69.6% |
| 1Y | +208.1% | +67.8% | +140.2% | +183.7% |
| All | +208.1% | +68.7% | +139.3% | +183.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 1y: compounded portfolio wealth divided by compounded ZETA 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…
1y analysis · Full analysis span regression · 6 months rolling