+208.1%
LRCX vs GFI
+45.3%
+162.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.6% | +6.7% | +5.7% |
| 7D | +1.9% | +3.1% | -1.2% | +0.7% |
| 30D | +0.1% | +27.1% | -27.0% | -8.4% |
| 3M | -8.5% | +21.2% | -29.7% | -15.6% |
| 6M | +38.1% | -4.5% | +42.6% | +36.5% |
| YTD | +80.1% | +11.7% | +68.3% | +69.2% |
| 1Y | +208.1% | +46.0% | +162.0% | +170.4% |
| All | +208.1% | +45.3% | +162.8% | +170.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 1y: compounded portfolio wealth divided by compounded GFI 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…
1y analysis · Full analysis span regression · 6 months rolling