+328.9%
ORCL vs LRCX
+3,687.9%
-3,359.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.8% |
| 7D | -5.4% | -3.1% | -2.3% | -4.5% |
| 30D | -2.0% | -8.6% | +6.6% | +0.5% |
| 3M | -18.1% | -17.7% | -0.4% | -14.7% |
| 6M | -7.2% | +36.4% | -43.6% | -18.2% |
| YTD | -22.2% | +74.5% | -96.7% | -37.1% |
| 1Y | -50.6% | +159.4% | -210.1% | -64.9% |
| 3Y | +22.9% | +361.6% | -338.7% | -28.3% |
| 5Y | +79.3% | +425.2% | -346.0% | -3.3% |
| All | +328.9% | +3,687.9% | -3,359.0% | +20.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling