+208.1%
LRCX vs EFX
-25.2%
+233.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -6.4% | +11.5% | +2.9% |
| 7D | +1.9% | -8.6% | +10.5% | -1.1% |
| 30D | +0.1% | +0.1% | 0.0% | +0.4% |
| 3M | -8.5% | +3.8% | -12.3% | -5.8% |
| 6M | +38.1% | -13.5% | +51.6% | +44.0% |
| YTD | +80.1% | -17.7% | +97.7% | +89.5% |
| 1Y | +208.1% | -25.6% | +233.6% | +230.4% |
| All | +208.1% | -25.2% | +233.3% | +230.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 1y: compounded portfolio wealth divided by compounded EFX 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…
1y analysis · Full analysis span regression · 6 months rolling