+12,612.2%
LRCX vs EXPE
+776.5%
+11,835.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -7.9% | +12.0% | +6.7% |
| 7D | +10.4% | -9.8% | +20.2% | +13.8% |
| 30D | +2.9% | -11.5% | +14.4% | +6.4% |
| 3M | -1.2% | +21.7% | -22.9% | -9.7% |
| 6M | +60.9% | +10.4% | +50.5% | +50.8% |
| YTD | +87.5% | -2.5% | +90.1% | +80.3% |
| 1Y | +206.6% | +27.3% | +179.3% | +166.2% |
| 3Y | +392.1% | +153.5% | +238.6% | +223.8% |
| 5Y | +478.4% | +91.1% | +387.3% | +303.1% |
| 10Y | +3,821.0% | +153.1% | +3,667.9% | +2,168.8% |
| All | +12,612.2% | +776.5% | +11,835.7% | +3,146.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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