+277.1%
LRCX vs GEN
+33.3%
+243.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.4% | -5.8% | -3.9% |
| 7D | +12.7% | +2.0% | +10.7% | +12.2% |
| 30D | -21.3% | +27.7% | -49.0% | -26.1% |
| 3M | -32.9% | +3.3% | -36.2% | -34.0% |
| 6M | -23.4% | +31.8% | -55.2% | -31.6% |
| YTD | +32.4% | +13.5% | +18.9% | +24.3% |
| 1Y | +48.0% | +16.0% | +32.0% | +37.4% |
| 3Y | +243.9% | +70.6% | +173.4% | +172.3% |
| All | +277.1% | +33.3% | +243.8% | +220.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling