+388.9%
LRCX vs FND
-50.0%
+438.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.2% |
| 7D | +9.5% | -0.8% | +10.3% | +9.7% |
| 30D | +3.1% | -19.6% | +22.7% | +10.9% |
| 3M | -3.4% | -4.3% | +1.0% | -3.5% |
| 6M | +49.7% | -20.4% | +70.1% | +58.6% |
| YTD | +84.9% | -21.9% | +106.7% | +95.7% |
| 1Y | +200.8% | -45.2% | +246.0% | +261.1% |
| All | +388.9% | -50.0% | +438.9% | +478.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling