+2,367.5%
LRCX vs FND
+58.4%
+2,309.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.6% | +8.7% | +6.0% |
| 7D | +10.4% | +0.4% | +10.0% | +10.1% |
| 30D | +2.9% | -23.6% | +26.5% | +14.1% |
| 3M | -1.2% | +4.3% | -5.5% | -4.6% |
| 6M | +60.9% | -20.3% | +81.1% | +72.0% |
| YTD | +87.5% | -21.3% | +108.8% | +100.3% |
| 1Y | +206.6% | -45.4% | +252.0% | +277.7% |
| 3Y | +392.1% | -48.9% | +441.0% | +489.9% |
| 5Y | +478.4% | -61.0% | +539.5% | +631.9% |
| All | +2,367.5% | +58.4% | +2,309.1% | +1,643.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling