+275.4%
ORCL vs LRCX
+2,630.9%
-2,355.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.7% |
| 7D | +10.4% | +26.2% | -15.9% | +2.8% |
| 30D | -11.2% | -22.4% | +11.1% | -4.6% |
| 3M | -16.8% | -28.2% | +11.5% | -8.8% |
| 6M | -31.5% | -19.0% | -12.4% | -29.3% |
| YTD | -33.9% | +37.0% | -70.9% | -43.0% |
| 1Y | -43.3% | +45.5% | -88.7% | -52.0% |
| 3Y | +16.5% | +249.7% | -233.2% | -26.6% |
| 5Y | +45.4% | +293.9% | -248.5% | -15.0% |
| All | +275.4% | +2,630.9% | -2,355.5% | +12.5% |
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