+3,866.3%
LRCX vs FE
+110.4%
+3,755.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +9.5% | -0.2% | +9.7% | +9.6% |
| 30D | +3.1% | -1.2% | +4.3% | +3.4% |
| 3M | -3.4% | +1.7% | -5.0% | -4.4% |
| 6M | +49.7% | -7.5% | +57.2% | +52.7% |
| YTD | +84.9% | +6.3% | +78.5% | +79.3% |
| 1Y | +200.8% | +10.9% | +190.0% | +186.8% |
| 3Y | +385.1% | +46.9% | +338.1% | +303.3% |
| 5Y | +460.5% | +47.6% | +412.9% | +358.2% |
| 10Y | +3,866.3% | +114.5% | +3,751.8% | +3,175.8% |
| All | +3,866.3% | +110.4% | +3,755.9% | +3,175.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling