+20,174.1%
SOXL vs LRCX
+9,857.8%
+10,316.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.1% | +5.2% | +5.1% |
| 7D | +3.9% | -3.1% | +6.9% | +10.0% |
| 30D | -14.3% | -8.6% | -5.8% | +2.4% |
| 3M | -45.6% | -17.7% | -27.9% | -9.3% |
| 6M | +117.2% | +36.4% | +80.8% | +58.6% |
| YTD | +189.8% | +74.5% | +115.3% | +32.8% |
| 1Y | +317.7% | +159.4% | +158.3% | -5.6% |
| 3Y | +478.6% | +361.6% | +117.0% | -26.6% |
| 5Y | +169.5% | +425.2% | -255.7% | -53.0% |
| 10Y | +5,222.1% | +3,645.0% | +1,577.1% | -43.6% |
| All | +20,174.1% | +9,857.8% | +10,316.3% | -48.5% |
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