+42.8%
LRCX vs FND
-10.3%
+53.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +10.9% | -15.0% | -6.4% |
| 7D | -12.8% | +12.3% | -25.1% | -15.2% |
| 30D | -36.0% | +14.7% | -50.7% | -38.3% |
| 3M | -30.2% | -12.0% | -18.2% | -27.2% |
| 6M | -14.2% | +10.8% | -25.0% | -19.0% |
| YTD | +29.7% | -12.3% | +42.0% | +27.8% |
| 1Y | +42.8% | -13.4% | +56.2% | +41.1% |
| All | +42.8% | -10.3% | +53.0% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling