+2,611.3%
LRCX vs ALL
+376.2%
+2,235.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.4% |
| 7D | +26.2% | 0.0% | +26.2% | +26.0% |
| 30D | -22.4% | +12.8% | -35.2% | -25.8% |
| 3M | -28.2% | +4.7% | -32.9% | -30.0% |
| 6M | -19.0% | +24.9% | -44.0% | -28.3% |
| YTD | +37.0% | +30.0% | +7.0% | +18.0% |
| 1Y | +45.5% | +29.9% | +15.6% | +25.0% |
| 3Y | +249.7% | +117.5% | +132.1% | +114.8% |
| 5Y | +293.9% | +161.7% | +132.2% | +101.0% |
| All | +2,611.3% | +376.2% | +2,235.0% | +950.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 10y: compounded portfolio wealth divided by compounded ALL 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…
10y analysis · Full analysis span regression · 6 months rolling