+3,549.0%
LRCX vs ESI
+312.8%
+3,236.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.3% |
| 7D | -3.1% | -4.6% | +1.6% | +0.1% |
| 30D | -8.6% | -10.5% | +2.0% | -1.3% |
| 3M | -17.7% | -19.8% | +2.1% | -3.1% |
| 6M | +36.4% | +5.8% | +30.5% | +35.0% |
| YTD | +74.5% | +38.3% | +36.2% | +45.7% |
| 1Y | +159.4% | +31.5% | +127.9% | +123.4% |
| 3Y | +361.6% | +80.7% | +280.9% | +229.1% |
| 5Y | +425.2% | +69.4% | +355.8% | +291.1% |
| All | +3,549.0% | +312.8% | +3,236.3% | +1,665.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 10y: compounded portfolio wealth divided by compounded ESI 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…
10y analysis · Full analysis span regression · 6 months rolling