+159.4%
LRCX vs FND
-45.3%
+204.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.2% |
| 7D | -3.1% | -5.8% | +2.7% | -1.4% |
| 30D | -8.6% | -20.2% | +11.7% | -2.2% |
| 3M | -17.7% | -12.0% | -5.7% | -15.7% |
| 6M | +36.4% | -18.5% | +54.9% | +41.1% |
| YTD | +74.5% | -22.3% | +96.8% | +80.3% |
| 1Y | +159.4% | -47.6% | +207.1% | +209.2% |
| All | +159.4% | -45.3% | +204.8% | +209.2% |
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