+6,814.9%
LRCX vs FN
+3,270.0%
+3,545.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +5.9% | +0.2% | +3.9% |
| 7D | +6.5% | +8.0% | -1.5% | +4.0% |
| 30D | -23.8% | -19.1% | -4.7% | -17.6% |
| 3M | -24.2% | -29.8% | +5.7% | -14.5% |
| 6M | -20.2% | -43.2% | +23.0% | -3.4% |
| YTD | +38.2% | -18.9% | +57.2% | +45.9% |
| 1Y | +48.9% | -17.9% | +66.7% | +56.1% |
| 3Y | +252.8% | +120.1% | +132.7% | +154.6% |
| 5Y | +304.3% | +206.7% | +97.6% | +156.2% |
| 10Y | +2,664.2% | +804.7% | +1,859.6% | +1,207.2% |
| All | +6,814.9% | +3,270.0% | +3,545.0% | +2,613.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling