+3,821.0%
LRCX vs FN
+882.3%
+2,938.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.2% | +2.0% | +3.1% |
| 7D | +10.4% | +3.5% | +6.9% | +8.6% |
| 30D | +2.9% | -26.0% | +28.9% | +17.6% |
| 3M | -1.2% | -33.3% | +32.1% | +18.5% |
| 6M | +60.9% | -14.9% | +75.8% | +67.9% |
| YTD | +87.5% | -8.6% | +96.1% | +87.1% |
| 1Y | +206.6% | +12.3% | +194.3% | +175.7% |
| 3Y | +392.1% | +174.4% | +217.7% | +160.9% |
| 5Y | +478.4% | +296.4% | +182.0% | +140.7% |
| 10Y | +3,821.0% | +890.0% | +2,931.0% | +970.9% |
| All | +3,821.0% | +882.3% | +2,938.7% | +970.9% |
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