+2,520.1%
LRCX vs EW
+254.3%
+2,265.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.6% | -4.0% |
| 7D | +12.7% | +4.9% | +7.8% | +10.3% |
| 30D | -21.3% | +23.9% | -45.2% | -28.9% |
| 3M | -32.9% | +15.8% | -48.7% | -37.8% |
| 6M | -23.4% | +31.7% | -55.0% | -33.8% |
| YTD | +32.4% | +25.7% | +6.7% | +16.8% |
| 1Y | +48.0% | +24.4% | +23.6% | +31.3% |
| 3Y | +243.9% | +65.9% | +178.1% | +144.2% |
| 5Y | +280.6% | -7.6% | +288.2% | +263.3% |
| All | +2,520.1% | +254.3% | +2,265.8% | +1,212.4% |
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