+460.5%
LRCX vs EW
-29.9%
+490.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.2% |
| 7D | +9.5% | -5.1% | +14.7% | +11.6% |
| 30D | +3.1% | -6.4% | +9.4% | +5.4% |
| 3M | -3.4% | -1.6% | -1.8% | -3.7% |
| 6M | +49.7% | +2.3% | +47.4% | +46.7% |
| YTD | +84.9% | +1.1% | +83.8% | +82.2% |
| 1Y | +200.8% | +8.0% | +192.8% | +188.3% |
| 3Y | +385.1% | +16.3% | +368.7% | +324.2% |
| 5Y | +460.5% | -29.4% | +489.9% | +520.2% |
| All | +460.5% | -29.9% | +490.4% | +520.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling