+93.1%
ORCL vs LRCX
+472.7%
-379.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.1% |
| 7D | +10.9% | +9.5% | +1.4% | +7.8% |
| 30D | +7.0% | +3.1% | +3.9% | +5.8% |
| 3M | -21.2% | -3.4% | -17.8% | -22.4% |
| 6M | +7.4% | +49.7% | -42.3% | -9.4% |
| YTD | -16.3% | +84.9% | -101.1% | -35.3% |
| 1Y | -32.3% | +200.8% | -233.1% | -56.2% |
| 3Y | +32.6% | +385.1% | -352.5% | -29.1% |
| 5Y | +93.1% | +460.5% | -367.4% | -2.8% |
| All | +93.1% | +472.7% | -379.6% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling