+1,945.9%
NOW vs LRCX
+7,341.3%
-5,395.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.7% |
| 7D | -1.7% | +26.2% | -27.9% | -9.3% |
| 30D | -27.4% | -22.4% | -5.0% | -22.1% |
| 3M | -19.4% | -28.2% | +8.8% | -12.6% |
| 6M | +13.1% | -19.0% | +32.1% | +9.4% |
| YTD | -34.3% | +37.0% | -71.3% | -52.0% |
| 1Y | -41.8% | +45.5% | -87.2% | -58.9% |
| 3Y | -20.7% | +249.7% | -270.4% | -65.6% |
| 5Y | -27.2% | +293.9% | -321.1% | -71.5% |
| 10Y | +509.1% | +2,639.6% | -2,130.5% | -18.0% |
| All | +1,945.9% | +7,341.3% | -5,395.4% | +77.0% |
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