+2,611.3%
LRCX vs GD
+165.4%
+2,445.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.2% |
| 7D | +26.2% | +1.9% | +24.3% | +24.8% |
| 30D | -22.4% | +9.2% | -31.6% | -26.6% |
| 3M | -28.2% | -7.5% | -20.8% | -24.9% |
| 6M | -19.0% | +5.8% | -24.8% | -23.3% |
| YTD | +37.0% | +9.8% | +27.2% | +24.9% |
| 1Y | +45.5% | +5.8% | +39.7% | +36.3% |
| 3Y | +249.7% | +58.0% | +191.7% | +140.6% |
| 5Y | +293.9% | +100.4% | +193.4% | +121.4% |
| All | +2,611.3% | +165.4% | +2,445.8% | +1,135.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 10y: compounded portfolio wealth divided by compounded GD 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…
10y analysis · Full analysis span regression · 6 months rolling