+3,866.3%
LRCX vs GLD
+217.0%
+3,649.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.8% |
| 7D | +9.5% | +0.1% | +9.4% | +9.4% |
| 30D | +3.1% | +0.2% | +2.9% | +2.9% |
| 3M | -3.4% | +3.2% | -6.6% | -4.7% |
| 6M | +49.7% | -14.6% | +64.3% | +57.7% |
| YTD | +84.9% | +1.8% | +83.1% | +84.6% |
| 1Y | +200.8% | +20.7% | +180.1% | +185.3% |
| 3Y | +385.1% | +126.5% | +258.6% | +277.8% |
| 5Y | +460.5% | +140.0% | +320.4% | +319.6% |
| 10Y | +3,866.3% | +218.2% | +3,648.0% | +2,869.1% |
| All | +3,866.3% | +217.0% | +3,649.3% | +2,869.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GLD.
Daily Out/Under-Performance
Portfolio return minus GLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLD 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 10y: compounded portfolio wealth divided by compounded GLD 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…
10y analysis · Full analysis span regression · 6 months rolling