+208.1%
LRCX vs EMR
+19.4%
+188.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +3.4% |
| 7D | +1.9% | -1.5% | +3.4% | +3.4% |
| 30D | +0.1% | -5.6% | +5.7% | +5.6% |
| 3M | -8.5% | +7.9% | -16.4% | -14.6% |
| 6M | +38.1% | +6.0% | +32.0% | +29.1% |
| YTD | +80.1% | +16.4% | +63.6% | +49.1% |
| 1Y | +208.1% | +16.6% | +191.4% | +152.2% |
| All | +208.1% | +19.4% | +188.6% | +152.2% |
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