+424.9%
LRCX vs FND
-62.8%
+487.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.5% | -4.2% | -5.0% |
| 7D | +1.8% | -5.1% | +6.9% | +3.9% |
| 30D | -4.3% | -22.5% | +18.2% | +5.7% |
| 3M | -7.3% | -5.0% | -2.3% | -7.1% |
| 6M | +38.6% | -21.5% | +60.1% | +49.2% |
| YTD | +74.4% | -23.0% | +97.4% | +87.8% |
| 1Y | +179.1% | -44.9% | +224.0% | +244.2% |
| 3Y | +357.7% | -50.0% | +407.7% | +450.9% |
| 5Y | +424.9% | -63.3% | +488.2% | +541.3% |
| All | +424.9% | -62.8% | +487.7% | +541.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling