+290,000.9%
LRCX vs GEN
+8,838.9%
+281,162.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.2% | +7.3% | +5.9% |
| 7D | +1.9% | -1.2% | +3.1% | +2.3% |
| 30D | +0.1% | +10.1% | -10.1% | -3.3% |
| 3M | -8.5% | +16.1% | -24.6% | -14.3% |
| 6M | +38.1% | +38.9% | -0.8% | +20.3% |
| YTD | +80.1% | +14.4% | +65.6% | +66.8% |
| 1Y | +208.1% | +5.9% | +202.2% | +192.4% |
| 3Y | +350.2% | +58.8% | +291.4% | +268.1% |
| 5Y | +430.7% | +24.7% | +406.0% | +361.6% |
| 10Y | +3,633.2% | +163.1% | +3,470.1% | +2,248.8% |
| All | +290,000.9% | +8,838.9% | +281,162.1% | +58,360.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling