+3,549.0%
LRCX vs EIX
+19.9%
+3,529.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.5% |
| 7D | -3.1% | -1.4% | -1.7% | -2.6% |
| 30D | -8.6% | -19.3% | +10.8% | -3.7% |
| 3M | -17.7% | -21.7% | +4.0% | -12.9% |
| 6M | +36.4% | -19.8% | +56.2% | +42.8% |
| YTD | +74.5% | -3.0% | +77.6% | +70.4% |
| 1Y | +159.4% | +5.1% | +154.4% | +145.1% |
| 3Y | +361.6% | -7.0% | +368.6% | +338.2% |
| 5Y | +425.2% | +22.0% | +403.2% | +338.6% |
| All | +3,549.0% | +19.9% | +3,529.2% | +2,703.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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