+208.1%
LRCX vs FE
+11.4%
+196.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.7% | +4.9% |
| 7D | +1.9% | +1.9% | 0.0% | +2.7% |
| 30D | +0.1% | -1.2% | +1.2% | -0.4% |
| 3M | -8.5% | +3.5% | -12.0% | -7.5% |
| 6M | +38.1% | -6.1% | +44.1% | +40.5% |
| YTD | +80.1% | +7.6% | +72.5% | +84.6% |
| 1Y | +208.1% | +11.9% | +196.1% | +227.7% |
| All | +208.1% | +11.4% | +196.6% | +227.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 1y: compounded portfolio wealth divided by compounded FE 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…
1y analysis · Full analysis span regression · 6 months rolling