+0.8%
NOW vs LRCX
+472.7%
-471.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -2.0% |
| 7D | -4.1% | +9.5% | -13.6% | -6.3% |
| 30D | +2.9% | +3.1% | -0.2% | +1.6% |
| 3M | +22.6% | -3.4% | +26.0% | +17.9% |
| 6M | +7.5% | +49.7% | -42.2% | -13.7% |
| YTD | -14.4% | +84.9% | -99.3% | -39.4% |
| 1Y | -29.8% | +200.8% | -230.6% | -61.2% |
| 3Y | +9.2% | +385.1% | -375.8% | -56.8% |
| 5Y | +0.8% | +460.5% | -459.7% | -65.7% |
| All | +0.8% | +472.7% | -471.8% | -65.7% |
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