+4,380.3%
LRCX vs FTV
+89.3%
+4,290.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.8% | +4.9% | +4.8% |
| 7D | +10.4% | -0.4% | +10.8% | +10.7% |
| 30D | +2.9% | -8.3% | +11.2% | +10.2% |
| 3M | -1.2% | -7.4% | +6.2% | +3.7% |
| 6M | +60.9% | -1.2% | +62.1% | +59.8% |
| YTD | +87.5% | +2.7% | +84.8% | +75.1% |
| 1Y | +206.6% | +18.4% | +188.2% | +152.6% |
| 3Y | +392.1% | -2.0% | +394.1% | +376.7% |
| 5Y | +478.4% | +3.4% | +475.0% | +434.6% |
| 10Y | +3,821.0% | +78.5% | +3,742.5% | +2,476.3% |
| All | +4,380.3% | +89.3% | +4,290.9% | +2,785.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded FTV 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling