+281,108.8%
LRCX vs EQT
+2,945.5%
+278,163.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.5% |
| 7D | -3.1% | -2.0% | -1.1% | -2.5% |
| 30D | -8.6% | 0.0% | -8.6% | -8.7% |
| 3M | -17.7% | +5.9% | -23.6% | -19.5% |
| 6M | +36.4% | -14.8% | +51.1% | +41.5% |
| YTD | +74.5% | +1.8% | +72.8% | +71.1% |
| 1Y | +159.4% | +7.4% | +152.1% | +149.5% |
| 3Y | +361.6% | +33.6% | +328.0% | +305.8% |
| 5Y | +425.2% | +199.3% | +225.9% | +240.1% |
| 10Y | +3,645.0% | +50.0% | +3,595.0% | +2,412.2% |
| All | +281,108.8% | +2,945.5% | +278,163.4% | +59,696.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling