+302,042.5%
LRCX vs ETR
+4,465.2%
+297,577.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.2% | +3.0% | +3.8% |
| 7D | +10.4% | +1.4% | +9.0% | +9.9% |
| 30D | +2.9% | +1.9% | +1.0% | +2.3% |
| 3M | -1.2% | +1.0% | -2.2% | -1.5% |
| 6M | +60.9% | +4.8% | +56.0% | +58.0% |
| YTD | +87.5% | +19.5% | +68.0% | +77.0% |
| 1Y | +206.6% | +28.1% | +178.5% | +183.7% |
| 3Y | +392.1% | +151.1% | +240.9% | +263.0% |
| 5Y | +478.4% | +125.2% | +353.3% | +337.2% |
| 10Y | +3,821.0% | +291.1% | +3,529.9% | +2,431.3% |
| All | +302,042.5% | +4,465.2% | +297,577.3% | +139,585.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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