+216.0%
LRCX vs FE
+47.1%
+168.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.4% | +8.7% | +8.1% |
| 7D | -16.2% | 0.0% | -16.1% | -16.2% |
| 30D | -39.2% | +5.2% | -44.4% | -38.3% |
| 3M | -34.4% | 0.0% | -34.4% | -34.1% |
| 6M | -32.4% | +5.0% | -37.5% | -31.6% |
| YTD | +17.4% | +7.9% | +9.5% | +19.5% |
| 1Y | +24.2% | +6.3% | +17.8% | +26.2% |
| All | +216.0% | +47.1% | +168.9% | +221.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling