+24,937.0%
ORCL vs LRCX
+219,591.9%
-194,655.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.7% |
| 7D | -6.5% | -3.6% | -2.9% | -5.9% |
| 30D | -16.6% | -30.3% | +13.7% | -7.2% |
| 3M | -21.6% | -27.3% | +5.7% | -14.2% |
| 6M | -39.4% | -24.2% | -15.1% | -36.1% |
| YTD | -38.7% | +30.3% | -69.0% | -46.3% |
| 1Y | -50.4% | +34.3% | -84.6% | -57.0% |
| 3Y | +8.1% | +232.6% | -224.5% | -31.4% |
| 5Y | +34.5% | +286.2% | -251.7% | -22.0% |
| 10Y | +246.0% | +2,547.4% | -2,301.4% | -0.9% |
| All | +24,937.0% | +219,591.9% | -194,655.0% | +1,585.1% |
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