+478.4%
LRCX vs FE
+48.2%
+430.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.8% | +4.2% |
| 7D | +10.4% | +0.6% | +9.8% | +10.3% |
| 30D | +2.9% | -2.1% | +5.1% | +3.1% |
| 3M | -1.2% | +2.6% | -3.8% | -1.7% |
| 6M | +60.9% | -6.8% | +67.6% | +62.2% |
| YTD | +87.5% | +6.9% | +80.7% | +85.1% |
| 1Y | +206.6% | +11.6% | +195.1% | +200.3% |
| 3Y | +392.1% | +47.7% | +344.4% | +341.9% |
| 5Y | +478.4% | +46.2% | +432.2% | +404.3% |
| All | +478.4% | +48.2% | +430.3% | +404.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling