+361.6%
LRCX vs EWZ
+46.3%
+315.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.0% | +0.8% |
| 7D | -3.1% | +0.9% | -3.9% | -3.7% |
| 30D | -8.6% | +12.8% | -21.3% | -16.6% |
| 3M | -17.7% | +10.8% | -28.4% | -23.7% |
| 6M | +36.4% | +2.5% | +33.8% | +34.1% |
| YTD | +74.5% | +21.4% | +53.2% | +56.1% |
| 1Y | +159.4% | +32.8% | +126.7% | +119.0% |
| 3Y | +361.6% | +45.2% | +316.4% | +260.4% |
| All | +361.6% | +46.3% | +315.3% | +260.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling