+213,159.2%
LRCX vs GEN
+8,765.9%
+204,393.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.4% | -5.8% | -4.2% |
| 7D | +12.7% | +2.0% | +10.7% | +11.9% |
| 30D | -21.3% | +27.7% | -49.0% | -28.2% |
| 3M | -32.9% | +3.3% | -36.2% | -35.2% |
| 6M | -23.4% | +31.8% | -55.2% | -33.0% |
| YTD | +32.4% | +13.5% | +18.9% | +20.2% |
| 1Y | +48.0% | +16.0% | +32.0% | +33.3% |
| 3Y | +243.9% | +70.6% | +173.4% | +168.9% |
| 5Y | +280.6% | +32.1% | +248.5% | +217.9% |
| 10Y | +2,547.5% | +153.4% | +2,394.1% | +1,552.5% |
| All | +213,159.2% | +8,765.9% | +204,393.3% | +42,048.7% |
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