+416.0%
LRCX vs EQH
+102.2%
+313.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.7% |
| 7D | -3.1% | +0.7% | -3.8% | -3.6% |
| 30D | -8.6% | +2.8% | -11.4% | -10.3% |
| 3M | -17.7% | +23.1% | -40.8% | -28.2% |
| 6M | +36.4% | +41.4% | -5.0% | +8.4% |
| YTD | +74.5% | +14.3% | +60.3% | +57.3% |
| 1Y | +159.4% | +1.6% | +157.8% | +149.8% |
| 3Y | +361.6% | +102.7% | +258.9% | +171.4% |
| All | +416.0% | +102.2% | +313.8% | +202.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 5y: compounded portfolio wealth divided by compounded EQH 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…
5y analysis · Full analysis span regression · 6 months rolling