+42.8%
LRCX vs FTI
+57.1%
-14.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.4% | -0.7% | -2.3% |
| 7D | -12.8% | -9.7% | -3.1% | -8.3% |
| 30D | -36.0% | -8.2% | -27.8% | -33.2% |
| 3M | -30.2% | -7.8% | -22.4% | -27.2% |
| 6M | -14.2% | -13.4% | -0.8% | -8.3% |
| YTD | +29.7% | +45.1% | -15.3% | -0.9% |
| 1Y | +42.8% | +54.6% | -11.8% | +3.9% |
| All | +42.8% | +57.1% | -14.3% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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