+9,713.0%
LRCX vs EWZ
+439.1%
+9,273.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -0.7% |
| 7D | +9.5% | -0.1% | +9.6% | +9.6% |
| 30D | +3.1% | +8.2% | -5.1% | -1.2% |
| 3M | -3.4% | +13.3% | -16.7% | -9.3% |
| 6M | +49.7% | +3.6% | +46.1% | +47.6% |
| YTD | +84.9% | +21.0% | +63.9% | +69.2% |
| 1Y | +200.8% | +34.7% | +166.2% | +160.8% |
| 3Y | +385.1% | +48.3% | +336.8% | +296.5% |
| 5Y | +460.5% | +60.1% | +400.4% | +326.1% |
| 10Y | +3,866.3% | +92.6% | +3,773.7% | +2,420.9% |
| All | +9,713.0% | +439.1% | +9,273.9% | +2,331.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling