+63.9%
META vs LRCX
+470.7%
-406.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.2% | -4.7% | -2.0% |
| 7D | +6.0% | +10.4% | -4.4% | +2.2% |
| 30D | +3.6% | +2.9% | +0.7% | +2.0% |
| 3M | +4.9% | -1.2% | +6.1% | 0.0% |
| 6M | -4.7% | +60.9% | -65.6% | -28.3% |
| YTD | -6.9% | +87.5% | -94.4% | -36.1% |
| 1Y | -18.2% | +206.6% | -224.8% | -56.9% |
| 3Y | +107.8% | +392.1% | -284.3% | -22.5% |
| 5Y | +63.9% | +478.4% | -414.5% | -47.3% |
| All | +63.9% | +470.7% | -406.8% | -47.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling