+139.8%
LRCX vs FIG
-77.1%
+216.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.8% | -6.2% | -3.2% |
| 7D | +12.7% | +3.4% | +9.3% | +12.9% |
| 30D | -21.3% | -9.5% | -11.8% | -21.6% |
| 3M | -32.9% | -26.2% | -6.7% | -34.0% |
| 6M | -23.4% | +2.7% | -26.1% | -22.8% |
| YTD | +32.4% | -48.0% | +80.3% | +39.4% |
| 1Y | +48.0% | -52.0% | +100.1% | +56.5% |
| All | +139.8% | -77.1% | +216.9% | +148.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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