+4,929.7%
LRCX vs EW
+8,331.5%
-3,401.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.6% | -3.8% |
| 7D | +12.7% | +4.9% | +7.8% | +11.0% |
| 30D | -21.3% | +23.9% | -45.2% | -26.9% |
| 3M | -32.9% | +15.8% | -48.7% | -36.5% |
| 6M | -23.4% | +31.7% | -55.0% | -31.0% |
| YTD | +32.4% | +25.7% | +6.7% | +21.1% |
| 1Y | +48.0% | +24.4% | +23.6% | +35.9% |
| 3Y | +243.9% | +65.9% | +178.1% | +174.9% |
| 5Y | +280.6% | -7.6% | +288.2% | +266.8% |
| 10Y | +2,547.5% | +253.2% | +2,294.3% | +1,586.3% |
| All | +4,929.7% | +8,331.5% | -3,401.8% | +1,181.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling