+3,549.0%
LRCX vs EFA
+146.6%
+3,402.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -1.6% |
| 7D | -3.1% | -1.5% | -1.5% | -0.5% |
| 30D | -8.6% | -1.7% | -6.9% | -5.8% |
| 3M | -17.7% | +3.5% | -21.2% | -21.2% |
| 6M | +36.4% | +9.5% | +26.9% | +21.0% |
| YTD | +74.5% | +12.9% | +61.7% | +48.5% |
| 1Y | +159.4% | +18.2% | +141.2% | +106.5% |
| 3Y | +361.6% | +64.8% | +296.7% | +120.0% |
| 5Y | +425.2% | +53.9% | +371.4% | +189.5% |
| All | +3,549.0% | +146.6% | +3,402.5% | +1,043.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 10y: compounded portfolio wealth divided by compounded EFA 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…
10y analysis · Full analysis span regression · 6 months rolling