+460.5%
LRCX vs FFIV
+100.0%
+360.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.9% | -5.3% | -4.2% |
| 7D | +9.5% | +3.5% | +6.1% | +6.8% |
| 30D | +3.1% | -1.3% | +4.4% | +3.8% |
| 3M | -3.4% | +2.4% | -5.8% | -5.2% |
| 6M | +49.7% | +41.8% | +7.9% | +15.0% |
| YTD | +84.9% | +58.5% | +26.3% | +29.1% |
| 1Y | +200.8% | +24.3% | +176.5% | +149.7% |
| 3Y | +385.1% | +152.0% | +233.0% | +122.6% |
| 5Y | +460.5% | +99.1% | +361.4% | +201.5% |
| All | +460.5% | +100.0% | +360.5% | +201.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling