+208.1%
LRCX vs EWZ
+36.3%
+171.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.7% | +5.8% | +5.8% |
| 7D | +1.9% | +6.5% | -4.6% | -4.7% |
| 30D | +0.1% | +4.8% | -4.8% | -5.0% |
| 3M | -8.5% | +9.9% | -18.4% | -16.8% |
| 6M | +38.1% | +1.9% | +36.1% | +35.9% |
| YTD | +80.1% | +20.3% | +59.8% | +58.8% |
| 1Y | +208.1% | +35.6% | +172.4% | +137.1% |
| All | +208.1% | +36.3% | +171.7% | +137.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 1y: compounded portfolio wealth divided by compounded EWZ 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…
1y analysis · Full analysis span regression · 6 months rolling