+365.4%
STX vs LRCX
+216.8%
+148.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +5.1% | +1.2% | +2.4% |
| 7D | +2.4% | +1.9% | +0.4% | +0.9% |
| 30D | +1.4% | +0.1% | +1.3% | +1.6% |
| 3M | -8.2% | -8.5% | +0.3% | -3.1% |
| 6M | +127.0% | +38.1% | +89.0% | +68.2% |
| YTD | +209.1% | +80.1% | +129.1% | +80.7% |
| 1Y | +365.4% | +208.1% | +157.4% | +82.6% |
| All | +365.4% | +216.8% | +148.7% | +82.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling