+478.4%
LRCX vs C
+128.9%
+349.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.9% | +4.7% |
| 7D | +10.4% | +3.2% | +7.2% | +7.8% |
| 30D | +2.9% | +1.3% | +1.6% | +1.9% |
| 3M | -1.2% | +3.1% | -4.3% | -3.0% |
| 6M | +60.9% | +29.6% | +31.2% | +34.5% |
| YTD | +87.5% | +19.0% | +68.6% | +65.5% |
| 1Y | +206.6% | +45.6% | +161.0% | +134.8% |
| 3Y | +392.1% | +269.3% | +122.8% | +95.2% |
| 5Y | +478.4% | +131.6% | +346.9% | +195.6% |
| All | +478.4% | +128.9% | +349.6% | +195.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling