+372.5%
LRCX vs FE
+49.5%
+323.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.7% | +5.0% |
| 7D | +1.9% | +1.9% | 0.0% | +2.3% |
| 30D | +0.1% | -1.2% | +1.2% | -0.1% |
| 3M | -8.5% | +3.5% | -12.0% | -7.9% |
| 6M | +38.1% | -6.1% | +44.1% | +37.9% |
| YTD | +80.1% | +7.6% | +72.5% | +82.2% |
| 1Y | +208.1% | +11.9% | +196.1% | +213.2% |
| All | +372.5% | +49.5% | +323.0% | +384.2% |
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