+302,042.5%
LRCX vs EFX
+6,208.7%
+295,833.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.1% | +7.2% | +5.6% |
| 7D | +10.4% | -7.8% | +18.2% | +14.3% |
| 30D | +2.9% | -5.7% | +8.6% | +4.8% |
| 3M | -1.2% | +2.5% | -3.7% | -6.6% |
| 6M | +60.9% | -16.7% | +77.5% | +65.9% |
| YTD | +87.5% | -20.2% | +107.7% | +94.9% |
| 1Y | +206.6% | -31.4% | +238.0% | +240.9% |
| 3Y | +392.1% | -10.5% | +402.6% | +365.4% |
| 5Y | +478.4% | -35.2% | +513.6% | +540.0% |
| 10Y | +3,821.0% | +40.2% | +3,780.8% | +2,748.1% |
| All | +302,042.5% | +6,208.7% | +295,833.8% | +50,686.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling