-14.3%
META vs LRCX
+202.7%
-217.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.4% | +8.0% | +6.7% |
| 7D | +10.3% | +9.5% | +0.7% | +9.3% |
| 30D | +9.9% | +3.1% | +6.8% | +9.5% |
| 3M | +11.9% | -3.4% | +15.3% | +10.5% |
| 6M | +1.2% | +49.7% | -48.5% | -9.7% |
| YTD | -0.8% | +84.9% | -85.7% | -13.8% |
| 1Y | -14.3% | +200.8% | -215.2% | -27.4% |
| All | -14.3% | +202.7% | -217.1% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LRCX.
Daily Out/Under-Performance
Portfolio return minus LRCX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LRCX 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 LRCX 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