+42.8%
LRCX vs GEN
+20.2%
+22.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +4.0% | -8.0% | -3.1% |
| 7D | -12.8% | +26.9% | -39.6% | -8.0% |
| 30D | -36.0% | +38.6% | -74.6% | -31.0% |
| 3M | -30.2% | +9.7% | -40.0% | -28.4% |
| 6M | -14.2% | +58.9% | -73.1% | -11.0% |
| YTD | +29.7% | +15.3% | +14.4% | +27.5% |
| 1Y | +42.8% | +21.8% | +21.0% | +41.1% |
| All | +42.8% | +20.2% | +22.6% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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