+4,660.5%
LRCX vs FCUV
-95.9%
+4,756.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -7.0% | +5.6% | -1.4% |
| 7D | +9.5% | -63.8% | +73.3% | +9.7% |
| 30D | +3.1% | -14.7% | +17.8% | +2.9% |
| 3M | -3.4% | +65.3% | -68.7% | -5.3% |
| 6M | +49.7% | -68.5% | +118.2% | +47.8% |
| YTD | +84.9% | -83.0% | +167.9% | +83.1% |
| 1Y | +200.8% | -94.4% | +295.2% | +199.4% |
| 3Y | +385.1% | -99.3% | +484.3% | +382.4% |
| 5Y | +460.5% | -99.9% | +560.4% | +459.6% |
| 10Y | +3,866.3% | -98.6% | +3,964.9% | +3,723.0% |
| All | +4,660.5% | -95.9% | +4,756.4% | +4,487.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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