+2,520.1%
LRCX vs EL
+62.2%
+2,457.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -3.9% |
| 7D | +12.7% | +1.5% | +11.2% | +12.0% |
| 30D | -21.3% | +10.0% | -31.3% | -24.6% |
| 3M | -32.9% | +28.4% | -61.3% | -41.1% |
| 6M | -23.4% | +37.1% | -60.5% | -35.7% |
| YTD | +32.4% | +7.8% | +24.5% | +20.9% |
| 1Y | +48.0% | +26.0% | +22.0% | +24.7% |
| 3Y | +243.9% | +3.8% | +240.1% | +184.3% |
| 5Y | +280.6% | -65.2% | +345.8% | +505.8% |
| All | +2,520.1% | +62.2% | +2,457.9% | +1,822.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 EL 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