+290,000.9%
LRCX vs F
+639.5%
+289,361.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.5% | +3.7% | +4.6% |
| 7D | +1.9% | +5.3% | -3.4% | -0.1% |
| 30D | +0.1% | +4.6% | -4.5% | -1.9% |
| 3M | -8.5% | -3.7% | -4.8% | -7.5% |
| 6M | +38.1% | +16.8% | +21.2% | +28.6% |
| YTD | +80.1% | +15.3% | +64.8% | +68.6% |
| 1Y | +208.1% | +31.0% | +177.1% | +173.9% |
| 3Y | +350.2% | +45.4% | +304.8% | +270.6% |
| 5Y | +430.7% | +54.7% | +376.0% | +319.0% |
| 10Y | +3,633.2% | +98.2% | +3,535.0% | +2,415.9% |
| All | +290,000.9% | +639.5% | +289,361.4% | +73,560.9% |
Cumulative growth
Daily Returns
Daily percentage return beside F.
Daily Out/Under-Performance
Portfolio return minus F return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × F 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 F 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