+3,821.0%
LRCX vs GS
+652.7%
+3,168.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.2% | +4.4% | +4.3% |
| 7D | +10.4% | +3.4% | +7.0% | +7.5% |
| 30D | +2.9% | +0.2% | +2.7% | +2.8% |
| 3M | -1.2% | -0.3% | -0.8% | -0.3% |
| 6M | +60.9% | +27.4% | +33.5% | +35.4% |
| YTD | +87.5% | +19.6% | +67.9% | +65.6% |
| 1Y | +206.6% | +42.5% | +164.2% | +138.4% |
| 3Y | +392.1% | +240.4% | +151.7% | +97.6% |
| 5Y | +478.4% | +188.9% | +289.5% | +159.5% |
| 10Y | +3,821.0% | +642.6% | +3,178.4% | +831.7% |
| All | +3,821.0% | +652.7% | +3,168.3% | +831.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GS.
Daily Out/Under-Performance
Portfolio return minus GS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GS 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 GS 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