+213,159.2%
LRCX vs EMR
+4,423.3%
+208,736.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | +12.7% | +2.8% | +9.9% | +10.7% |
| 30D | -21.3% | +3.7% | -24.9% | -22.7% |
| 3M | -32.9% | +2.0% | -34.9% | -33.3% |
| 6M | -23.4% | +22.1% | -45.5% | -32.2% |
| YTD | +32.4% | +27.2% | +5.1% | +13.5% |
| 1Y | +48.0% | +32.0% | +16.0% | +23.9% |
| 3Y | +243.9% | +103.3% | +140.7% | +115.4% |
| 5Y | +280.6% | +88.2% | +192.4% | +152.8% |
| 10Y | +2,547.5% | +280.4% | +2,267.1% | +957.6% |
| All | +213,159.2% | +4,423.3% | +208,736.0% | +16,898.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling