+3,546.5%
LRCX vs EW
+126.7%
+3,419.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.3% | -6.0% |
| 7D | +1.8% | -3.4% | +5.2% | +3.3% |
| 30D | -4.3% | -7.4% | +3.1% | -1.2% |
| 3M | -7.3% | +0.9% | -8.2% | -8.7% |
| 6M | +38.6% | +1.2% | +37.4% | +36.0% |
| YTD | +74.4% | +1.8% | +72.6% | +70.8% |
| 1Y | +179.1% | +10.8% | +168.3% | +161.7% |
| 3Y | +357.7% | +17.1% | +340.5% | +290.3% |
| 5Y | +424.9% | -28.2% | +453.1% | +464.9% |
| All | +3,546.5% | +126.7% | +3,419.7% | +2,217.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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