+7.1%
ORCL vs LRCX
+235.3%
-228.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.7% |
| 7D | -6.5% | -3.6% | -2.9% | -5.8% |
| 30D | -16.6% | -30.3% | +13.7% | -6.5% |
| 3M | -21.6% | -27.3% | +5.7% | -13.6% |
| 6M | -39.4% | -24.2% | -15.1% | -36.2% |
| YTD | -38.7% | +30.3% | -69.0% | -48.8% |
| 1Y | -50.4% | +34.3% | -84.6% | -59.1% |
| All | +7.1% | +235.3% | -228.2% | -44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling