+33,471.2%
ORCL vs LRCX
+303,495.1%
-270,023.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.1% | -2.0% | +1.5% |
| 7D | +5.3% | +1.9% | +3.4% | +4.7% |
| 30D | +10.0% | +0.1% | +9.9% | +9.8% |
| 3M | -32.6% | -8.5% | -24.1% | -32.3% |
| 6M | +4.9% | +38.1% | -33.1% | -8.3% |
| YTD | -17.8% | +80.1% | -97.8% | -34.4% |
| 1Y | -28.0% | +208.1% | -236.0% | -51.6% |
| 3Y | +36.0% | +350.2% | -314.2% | -20.9% |
| 5Y | +88.7% | +430.7% | -341.9% | -0.4% |
| 10Y | +346.9% | +3,633.2% | -3,286.3% | +15.9% |
| All | +33,471.2% | +303,495.1% | -270,023.9% | +1,960.2% |
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 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