+478.4%
LRCX vs EXC
+48.6%
+429.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.4% | +4.2% |
| 7D | +10.4% | +1.2% | +9.2% | +10.5% |
| 30D | +2.9% | -2.7% | +5.6% | +2.8% |
| 3M | -1.2% | -1.0% | -0.2% | -1.4% |
| 6M | +60.9% | -9.3% | +70.1% | +60.9% |
| YTD | +87.5% | +3.6% | +83.9% | +86.0% |
| 1Y | +206.6% | +5.9% | +200.7% | +203.4% |
| 3Y | +392.1% | +21.3% | +370.8% | +375.3% |
| 5Y | +478.4% | +46.2% | +432.3% | +415.3% |
| All | +478.4% | +48.6% | +429.8% | +415.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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