+19,746.9%
LRCX vs FE
+563.2%
+19,183.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.4% | +8.7% | +8.4% |
| 7D | -16.2% | 0.0% | -16.1% | -16.2% |
| 30D | -39.2% | +5.2% | -44.4% | -40.3% |
| 3M | -34.4% | 0.0% | -34.4% | -34.6% |
| 6M | -32.4% | +5.0% | -37.5% | -34.1% |
| YTD | +17.4% | +7.9% | +9.5% | +13.2% |
| 1Y | +24.2% | +6.3% | +17.8% | +20.2% |
| 3Y | +221.6% | +46.0% | +175.6% | +172.6% |
| 5Y | +245.2% | +45.6% | +199.6% | +189.5% |
| 10Y | +2,310.5% | +109.3% | +2,201.2% | +1,643.7% |
| All | +19,746.9% | +563.2% | +19,183.7% | +9,162.4% |
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