+2,547.4%
LRCX vs GLD
+203.9%
+2,343.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +1.6% |
| 7D | -3.6% | +2.8% | -6.4% | -4.8% |
| 30D | -30.3% | -4.0% | -26.3% | -29.1% |
| 3M | -27.3% | -8.2% | -19.1% | -24.9% |
| 6M | -24.2% | -14.8% | -9.4% | -19.5% |
| YTD | +30.3% | -6.8% | +37.1% | +34.8% |
| 1Y | +34.3% | -2.4% | +36.7% | +36.9% |
| 3Y | +232.6% | +105.8% | +126.9% | +167.1% |
| 5Y | +286.2% | +113.3% | +172.9% | +199.5% |
| 10Y | +2,547.4% | +208.4% | +2,339.0% | +2,051.1% |
| All | +2,547.4% | +203.9% | +2,343.5% | +2,051.1% |
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