+26,501.0%
ORCL vs LRCX
+223,079.1%
-196,578.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | -0.4% |
| 7D | +8.0% | +12.7% | -4.7% | +4.0% |
| 30D | -4.0% | -21.3% | +17.3% | +2.9% |
| 3M | -19.5% | -32.9% | +13.4% | -9.7% |
| 6M | -33.5% | -23.4% | -10.1% | -30.1% |
| YTD | -34.8% | +32.4% | -67.2% | -43.2% |
| 1Y | -41.6% | +48.0% | -89.6% | -50.9% |
| 3Y | +13.8% | +243.9% | -230.2% | -28.5% |
| 5Y | +43.4% | +280.6% | -237.2% | -16.5% |
| 10Y | +268.8% | +2,547.5% | -2,278.7% | +5.8% |
| All | +26,501.0% | +223,079.1% | -196,578.1% | +1,683.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling