+1,092.8%
STX vs LRCX
+421.4%
+671.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.6% | +3.0% | +0.6% |
| 7D | +8.0% | +1.8% | +6.2% | +6.9% |
| 30D | +5.1% | -4.3% | +9.4% | +8.2% |
| 3M | +5.8% | -7.3% | +13.1% | +10.4% |
| 6M | +124.9% | +38.6% | +86.4% | +87.6% |
| YTD | +213.9% | +74.4% | +139.5% | +133.1% |
| 1Y | +350.4% | +179.1% | +171.3% | +167.1% |
| 3Y | +1,314.2% | +357.7% | +956.5% | +519.4% |
| 5Y | +1,092.8% | +424.9% | +667.9% | +340.1% |
| All | +1,092.8% | +421.4% | +671.4% | +340.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling