+2,771.1%
NOW vs LRCX
+9,682.2%
-6,911.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.1% | -8.1% | -4.8% |
| 7D | -2.4% | +1.9% | -4.3% | -3.1% |
| 30D | +20.5% | +0.1% | +20.4% | +19.7% |
| 3M | +18.3% | -8.5% | +26.8% | +14.7% |
| 6M | +24.1% | +38.1% | -14.0% | -1.8% |
| YTD | -7.8% | +80.1% | -87.9% | -37.0% |
| 1Y | -21.4% | +208.1% | -229.5% | -58.9% |
| 3Y | +19.5% | +350.2% | -330.7% | -51.2% |
| 5Y | +4.1% | +430.7% | -426.6% | -62.3% |
| 10Y | +826.4% | +3,633.2% | -2,806.8% | +14.4% |
| All | +2,771.1% | +9,682.2% | -6,911.1% | +132.3% |
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 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