+12,605.8%
LRCX vs EFV
+253.2%
+12,352.6%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.5% |
| 7D | +9.5% | -0.5% | +10.1% | +10.1% |
| 30D | +3.1% | 0.0% | +3.1% | +3.0% |
| 3M | -3.4% | +8.4% | -11.8% | -10.7% |
| 6M | +49.7% | +12.3% | +37.3% | +34.8% |
| YTD | +84.9% | +17.4% | +67.5% | +59.9% |
| 1Y | +200.8% | +27.1% | +173.7% | +141.0% |
| 3Y | +385.1% | +90.7% | +294.3% | +161.6% |
| 5Y | +460.5% | +95.6% | +364.9% | +202.0% |
| 10Y | +3,866.3% | +165.3% | +3,701.0% | +1,605.0% |
| All | +12,605.8% | +253.2% | +12,352.6% | +4,540.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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