+213,159.3%
LRCX vs GE
+2,937.7%
+210,221.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.6% | -3.5% |
| 7D | +12.7% | +2.7% | +10.1% | +11.1% |
| 30D | -21.3% | +8.1% | -29.3% | -24.6% |
| 3M | -32.9% | -7.9% | -25.0% | -29.5% |
| 6M | -23.4% | +12.9% | -36.3% | -28.8% |
| YTD | +32.4% | +8.2% | +24.2% | +26.3% |
| 1Y | +48.0% | +9.7% | +38.4% | +40.1% |
| 3Y | +243.9% | +266.1% | -22.2% | +57.4% |
| 5Y | +280.6% | +407.4% | -126.8% | +42.4% |
| 10Y | +2,547.5% | +150.3% | +2,397.2% | +1,176.0% |
| All | +213,159.3% | +2,937.7% | +210,221.6% | +15,730.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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