+243.9%
LRCX vs EMB
+29.8%
+214.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.1% | -2.8% |
| 7D | +12.7% | -0.9% | +13.6% | +15.6% |
| 30D | -21.3% | +0.4% | -21.6% | -22.0% |
| 3M | -32.9% | -3.1% | -29.8% | -27.0% |
| 6M | -23.4% | -2.1% | -21.3% | -18.2% |
| YTD | +32.4% | -1.1% | +33.5% | +39.8% |
| 1Y | +48.0% | -0.1% | +48.1% | +53.2% |
| 3Y | +243.9% | +29.6% | +214.4% | +156.7% |
| All | +243.9% | +29.8% | +214.2% | +156.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 3y: compounded portfolio wealth divided by compounded EMB 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…
3y analysis · Full analysis span regression · 6 months rolling