+136.0%
GOOG vs LRCX
+421.1%
-285.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.5% | +1.5% |
| 7D | 0.0% | -3.1% | +3.1% | +0.9% |
| 30D | -2.0% | -8.6% | +6.6% | +0.2% |
| 3M | -5.9% | -17.7% | +11.8% | -3.0% |
| 6M | +8.9% | +36.4% | -27.5% | -7.4% |
| YTD | +7.1% | +74.5% | -67.4% | -18.2% |
| 1Y | +39.7% | +159.4% | -119.8% | -8.7% |
| 3Y | +145.8% | +361.6% | -215.7% | +18.6% |
| All | +136.0% | +421.1% | -285.0% | +0.8% |
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