+290,000.9%
LRCX vs EMR
+4,039.8%
+285,961.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +3.9% |
| 7D | +1.9% | -1.5% | +3.4% | +3.1% |
| 30D | +0.1% | -5.6% | +5.7% | +4.1% |
| 3M | -8.5% | +7.9% | -16.4% | -12.6% |
| 6M | +38.1% | +6.0% | +32.0% | +34.6% |
| YTD | +80.1% | +16.4% | +63.6% | +62.9% |
| 1Y | +208.1% | +16.6% | +191.4% | +178.8% |
| 3Y | +350.2% | +62.9% | +287.4% | +224.4% |
| 5Y | +430.7% | +60.1% | +370.6% | +289.4% |
| 10Y | +3,633.2% | +268.7% | +3,364.5% | +1,408.7% |
| All | +290,000.9% | +4,039.8% | +285,961.1% | +24,295.5% |
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