+213,159.2%
LRCX vs EXC
+2,500.5%
+210,658.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.4% | -4.7% | -3.8% |
| 7D | +12.7% | +1.4% | +11.3% | +12.2% |
| 30D | -21.3% | +8.6% | -29.8% | -23.7% |
| 3M | -32.9% | +2.4% | -35.3% | -33.8% |
| 6M | -23.4% | +6.5% | -29.9% | -26.0% |
| YTD | +32.4% | +9.0% | +23.3% | +26.0% |
| 1Y | +48.0% | +4.6% | +43.4% | +42.8% |
| 3Y | +243.9% | +33.5% | +210.5% | +194.7% |
| 5Y | +280.6% | +41.4% | +239.2% | +216.2% |
| 10Y | +2,547.5% | +204.3% | +2,343.2% | +1,595.7% |
| All | +213,159.2% | +2,500.5% | +210,658.8% | +59,223.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling