+1,978.3%
NOW vs LRCX
+7,091.1%
-5,112.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.4% | +4.9% | +2.7% |
| 7D | +0.3% | +12.7% | -12.4% | -3.9% |
| 30D | -27.0% | -21.3% | -5.7% | -22.1% |
| 3M | -19.6% | -32.9% | +13.2% | -10.8% |
| 6M | +17.5% | -23.4% | +40.9% | +15.8% |
| YTD | -33.3% | +32.4% | -65.6% | -50.7% |
| 1Y | -39.8% | +48.0% | -87.9% | -58.1% |
| 3Y | -19.9% | +243.9% | -263.9% | -65.2% |
| 5Y | -26.1% | +280.6% | -306.7% | -70.7% |
| 10Y | +518.7% | +2,547.5% | -2,028.8% | -15.8% |
| All | +1,978.3% | +7,091.1% | -5,112.8% | +81.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling