+30,330.2%
LRCX vs FE
+561.4%
+29,768.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.7% | +5.3% |
| 7D | +1.9% | +1.9% | 0.0% | +1.2% |
| 30D | +0.1% | -1.2% | +1.2% | +0.4% |
| 3M | -8.5% | +3.5% | -12.0% | -10.0% |
| 6M | +38.1% | -6.1% | +44.1% | +40.0% |
| YTD | +80.1% | +7.6% | +72.5% | +74.2% |
| 1Y | +208.1% | +11.9% | +196.1% | +193.4% |
| 3Y | +350.2% | +48.4% | +301.8% | +279.7% |
| 5Y | +430.7% | +44.8% | +385.9% | +347.0% |
| 10Y | +3,633.2% | +115.9% | +3,517.3% | +2,577.9% |
| All | +30,330.2% | +561.4% | +29,768.7% | +14,155.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling