-52.9%
ORCL vs LRCX
+180.8%
-233.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -5.6% | +0.3% | -4.0% |
| 7D | -0.7% | +1.8% | -2.5% | -1.1% |
| 30D | +5.1% | -4.3% | +9.4% | +6.2% |
| 3M | -23.7% | -7.3% | -16.4% | -23.8% |
| 6M | +3.1% | +38.6% | -35.5% | -7.7% |
| YTD | -20.8% | +74.4% | -95.2% | -35.5% |
| 1Y | -52.9% | +179.1% | -232.0% | -66.3% |
| All | -52.9% | +180.8% | -233.7% | -66.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling