+243.9%
LRCX vs EW
+62.8%
+181.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.6% | -3.7% |
| 7D | +12.7% | +4.9% | +7.8% | +11.5% |
| 30D | -21.3% | +23.9% | -45.2% | -25.2% |
| 3M | -32.9% | +15.8% | -48.7% | -35.3% |
| 6M | -23.4% | +31.7% | -55.0% | -29.2% |
| YTD | +32.4% | +25.7% | +6.7% | +23.9% |
| 1Y | +48.0% | +24.4% | +23.6% | +38.9% |
| 3Y | +243.9% | +65.9% | +178.1% | +191.9% |
| All | +243.9% | +62.8% | +181.2% | +191.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling