+302,042.5%
LRCX vs ED
+2,238.5%
+299,804.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.2% | +3.9% |
| 7D | +10.4% | +0.5% | +9.9% | +10.2% |
| 30D | +2.9% | +1.1% | +1.8% | +2.6% |
| 3M | -1.2% | +4.6% | -5.8% | -3.0% |
| 6M | +60.9% | -2.0% | +62.8% | +60.3% |
| YTD | +87.5% | +11.7% | +75.8% | +79.3% |
| 1Y | +206.6% | +15.7% | +190.9% | +188.6% |
| 3Y | +392.1% | +34.4% | +357.7% | +326.8% |
| 5Y | +478.4% | +67.3% | +411.1% | +358.0% |
| 10Y | +3,821.0% | +104.0% | +3,717.0% | +2,710.1% |
| All | +302,042.5% | +2,238.5% | +299,804.1% | +73,297.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling