+213,159.3%
LRCX vs ED
+2,513.4%
+210,645.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.4% | -4.7% | -3.7% |
| 7D | +12.7% | +2.1% | +10.7% | +12.1% |
| 30D | -21.3% | +10.4% | -31.7% | -23.7% |
| 3M | -32.9% | +12.5% | -45.4% | -35.4% |
| 6M | -23.4% | +14.9% | -38.3% | -27.2% |
| YTD | +32.4% | +24.8% | +7.5% | +22.2% |
| 1Y | +48.0% | +23.8% | +24.2% | +36.7% |
| 3Y | +243.9% | +51.6% | +192.3% | +187.2% |
| 5Y | +280.6% | +86.4% | +194.2% | +191.7% |
| 10Y | +2,547.5% | +145.4% | +2,402.1% | +1,684.8% |
| All | +213,159.3% | +2,513.4% | +210,645.9% | +49,900.5% |
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