+40.4%
LRCX vs C
+22.8%
+17.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.2% | +0.2% |
| 7D | -3.6% | -0.4% | -3.3% | -2.5% |
| 30D | -30.3% | -5.2% | -25.1% | -26.4% |
| 3M | -27.3% | -9.1% | -18.3% | -20.4% |
| 6M | -24.2% | -1.6% | -22.7% | -22.5% |
| YTD | +30.3% | +6.9% | +23.4% | +20.5% |
| All | +40.4% | +22.8% | +17.6% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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