+460.5%
LRCX vs FLUT
-48.5%
+509.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | -0.1% | -1.1% |
| 7D | +9.5% | -2.6% | +12.1% | +10.2% |
| 30D | +3.1% | +5.4% | -2.3% | +1.2% |
| 3M | -3.4% | -10.8% | +7.4% | -2.4% |
| 6M | +49.7% | -9.2% | +58.9% | +49.3% |
| YTD | +84.9% | -53.8% | +138.7% | +126.9% |
| 1Y | +200.8% | -66.0% | +266.8% | +306.0% |
| 3Y | +385.1% | -44.7% | +429.7% | +443.3% |
| 5Y | +460.5% | -50.6% | +511.1% | +460.5% |
| All | +460.5% | -48.5% | +509.0% | +460.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 FLUT 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