+2,479.7%
LRCX vs FN
+837.6%
+1,642.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +11.9% | -1.5% | +4.5% |
| 7D | -2.7% | +16.3% | -19.0% | -9.9% |
| 30D | -30.6% | -24.7% | -5.8% | -20.4% |
| 3M | -28.8% | -34.9% | +6.1% | -13.9% |
| 6M | -24.6% | -41.1% | +16.5% | -5.2% |
| YTD | +29.7% | -19.6% | +49.3% | +36.9% |
| 1Y | +39.5% | -18.5% | +58.0% | +45.7% |
| 3Y | +248.9% | +119.1% | +129.8% | +105.4% |
| 5Y | +274.3% | +206.9% | +67.4% | +75.3% |
| 10Y | +2,479.7% | +826.4% | +1,653.3% | +628.5% |
| All | +2,479.7% | +837.6% | +1,642.1% | +628.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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