+416.0%
LRCX vs EQX
+83.7%
+332.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.6% | -0.2% |
| 7D | -3.1% | -3.2% | +0.1% | -2.5% |
| 30D | -8.6% | +7.8% | -16.3% | -9.9% |
| 3M | -17.7% | +21.3% | -39.0% | -20.7% |
| 6M | +36.4% | -22.4% | +58.8% | +39.9% |
| YTD | +74.5% | -11.3% | +85.9% | +74.4% |
| 1Y | +159.4% | +13.5% | +145.9% | +148.9% |
| 3Y | +361.6% | +162.1% | +199.4% | +280.7% |
| All | +416.0% | +83.7% | +332.4% | +301.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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