+243.9%
LRCX vs EMR
+103.4%
+140.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | +12.7% | +2.8% | +9.9% | +9.9% |
| 30D | -21.3% | +3.7% | -24.9% | -23.2% |
| 3M | -32.9% | +2.0% | -34.9% | -33.5% |
| 6M | -23.4% | +22.1% | -45.5% | -35.2% |
| YTD | +32.4% | +27.2% | +5.1% | +6.1% |
| 1Y | +48.0% | +32.0% | +16.0% | +14.8% |
| 3Y | +243.9% | +103.3% | +140.7% | +97.6% |
| All | +243.9% | +103.4% | +140.5% | +97.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling