+2,196.5%
LRCX vs FND
+56.5%
+2,140.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.3% |
| 7D | -3.1% | -5.8% | +2.7% | -0.8% |
| 30D | -8.6% | -20.2% | +11.7% | -0.3% |
| 3M | -17.7% | -12.0% | -5.7% | -14.8% |
| 6M | +36.4% | -18.5% | +54.9% | +44.6% |
| YTD | +74.5% | -22.3% | +96.8% | +87.4% |
| 1Y | +159.4% | -47.6% | +207.1% | +225.1% |
| 3Y | +361.6% | -49.8% | +411.3% | +457.5% |
| 5Y | +425.2% | -63.0% | +488.2% | +578.6% |
| All | +2,196.5% | +56.5% | +2,140.0% | +1,531.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling