+3,546.5%
LRCX vs GEN
+157.3%
+3,389.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.4% | -5.9% |
| 7D | +1.8% | -4.3% | +6.2% | +3.2% |
| 30D | -4.3% | +3.8% | -8.1% | -5.7% |
| 3M | -7.3% | +22.3% | -29.6% | -14.6% |
| 6M | +38.6% | +39.0% | -0.4% | +20.5% |
| YTD | +74.4% | +11.9% | +62.5% | +63.4% |
| 1Y | +179.1% | +4.5% | +174.6% | +167.8% |
| 3Y | +357.7% | +59.0% | +298.7% | +272.3% |
| 5Y | +424.9% | +22.0% | +402.9% | +358.8% |
| All | +3,546.5% | +157.3% | +3,389.1% | +2,132.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling