+290,000.9%
LRCX vs EXC
+2,353.7%
+287,647.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.1% | +6.2% | +5.5% |
| 7D | +1.9% | +0.3% | +1.6% | +1.8% |
| 30D | +0.1% | -3.7% | +3.8% | +1.3% |
| 3M | -8.5% | -1.3% | -7.2% | -8.9% |
| 6M | +38.1% | -9.7% | +47.8% | +41.1% |
| YTD | +80.1% | +2.9% | +77.2% | +75.7% |
| 1Y | +208.1% | +4.4% | +203.7% | +198.2% |
| 3Y | +350.2% | +22.2% | +328.0% | +299.4% |
| 5Y | +430.7% | +46.7% | +384.0% | +335.9% |
| 10Y | +3,633.2% | +155.3% | +3,477.9% | +2,436.4% |
| All | +290,000.9% | +2,353.7% | +287,647.2% | +82,614.6% |
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