+361.6%
LRCX vs GEN
+60.3%
+301.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.1% |
| 7D | -3.1% | -1.3% | -1.8% | -2.8% |
| 30D | -8.6% | +6.1% | -14.7% | -9.9% |
| 3M | -17.7% | +27.0% | -44.6% | -23.2% |
| 6M | +36.4% | +43.9% | -7.5% | +20.0% |
| YTD | +74.5% | +13.0% | +61.6% | +68.9% |
| 1Y | +159.4% | +4.0% | +155.4% | +160.4% |
| 3Y | +361.6% | +66.2% | +295.4% | +274.5% |
| All | +361.6% | +60.3% | +301.3% | +274.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling