+415.7%
LRCX vs EQT
+197.4%
+218.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.6% | -6.2% | -5.8% |
| 7D | +1.8% | -1.2% | +3.0% | +2.1% |
| 30D | -4.3% | +1.1% | -5.4% | -4.6% |
| 3M | -7.3% | +4.8% | -12.1% | -8.8% |
| 6M | +38.6% | -10.6% | +49.1% | +41.5% |
| YTD | +74.4% | +3.4% | +71.0% | +70.8% |
| 1Y | +179.1% | +8.7% | +170.4% | +169.2% |
| 3Y | +357.7% | +35.0% | +322.7% | +310.4% |
| All | +415.7% | +197.4% | +218.3% | +299.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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