+424.9%
LRCX vs ED
+66.8%
+358.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.7% | -4.9% | -5.9% |
| 7D | +1.8% | -1.9% | +3.7% | +1.2% |
| 30D | -4.3% | +0.1% | -4.4% | -4.2% |
| 3M | -7.3% | 0.0% | -7.3% | -7.1% |
| 6M | +38.6% | -2.5% | +41.1% | +38.6% |
| YTD | +74.4% | +10.1% | +64.3% | +79.1% |
| 1Y | +179.1% | +13.6% | +165.5% | +188.5% |
| 3Y | +357.7% | +32.4% | +325.2% | +358.0% |
| 5Y | +424.9% | +69.9% | +355.0% | +433.6% |
| All | +424.9% | +66.8% | +358.1% | +433.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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