+3,546.5%
LRCX vs FFIV
+238.2%
+3,308.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.5% | -4.1% | -4.6% |
| 7D | +1.8% | +1.6% | +0.2% | +0.6% |
| 30D | -4.3% | -3.7% | -0.6% | -2.0% |
| 3M | -7.3% | +2.0% | -9.3% | -8.7% |
| 6M | +38.6% | +39.3% | -0.7% | +8.9% |
| YTD | +74.4% | +56.1% | +18.3% | +25.1% |
| 1Y | +179.1% | +22.0% | +157.1% | +135.7% |
| 3Y | +357.7% | +148.2% | +209.5% | +128.6% |
| 5Y | +424.9% | +96.3% | +328.5% | +206.3% |
| All | +3,546.5% | +238.2% | +3,308.3% | +1,471.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 10y: compounded portfolio wealth divided by compounded FFIV 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…
10y analysis · Full analysis span regression · 6 months rolling