+42.8%
LRCX vs EMR
+25.6%
+17.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.4% | -6.5% | -6.4% |
| 7D | -12.8% | +1.6% | -14.4% | -14.2% |
| 30D | -36.0% | +5.0% | -41.0% | -38.9% |
| 3M | -30.2% | +7.7% | -37.9% | -35.2% |
| 6M | -14.2% | +26.8% | -41.0% | -30.7% |
| YTD | +29.7% | +29.9% | -0.1% | -3.7% |
| 1Y | +42.8% | +25.7% | +17.1% | +8.6% |
| All | +42.8% | +25.6% | +17.2% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 1y: compounded portfolio wealth divided by compounded EMR 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…
1y analysis · Full analysis span regression · 6 months rolling