+205.2%
LRCX vs ILMN
+114.4%
+90.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.3% | +7.4% | +4.8% |
| 7D | +10.4% | +1.9% | +8.5% | +9.8% |
| 30D | +2.9% | +12.3% | -9.4% | +0.3% |
| 3M | -1.2% | +33.5% | -34.7% | -6.5% |
| 6M | +60.9% | +69.4% | -8.5% | +45.9% |
| YTD | +87.5% | +60.9% | +26.6% | +71.1% |
| All | +205.2% | +114.4% | +90.7% | +168.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 ILMN 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