+8,350.9%
LRCX vs EMB
+132.1%
+8,218.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | +1.9% | 0.0% | +1.9% | +1.9% |
| 30D | +0.1% | -0.3% | +0.4% | +0.4% |
| 3M | -8.5% | -0.4% | -8.1% | -7.7% |
| 6M | +38.1% | +0.1% | +37.9% | +39.3% |
| YTD | +80.1% | +1.6% | +78.5% | +79.0% |
| 1Y | +208.1% | +5.6% | +202.4% | +194.3% |
| 3Y | +350.2% | +29.8% | +320.4% | +249.8% |
| 5Y | +430.7% | +7.3% | +423.4% | +400.2% |
| 10Y | +3,633.2% | +30.4% | +3,602.8% | +3,015.1% |
| All | +8,350.9% | +132.1% | +8,218.7% | +5,239.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling