+42.8%
LRCX vs INDA
-7.3%
+50.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.7% | -6.8% | -6.7% |
| 7D | -12.8% | +6.9% | -19.7% | -18.9% |
| 30D | -36.0% | +7.4% | -43.4% | -41.0% |
| 3M | -30.2% | -1.0% | -29.2% | -28.7% |
| 6M | -14.2% | +2.9% | -17.1% | -16.2% |
| YTD | +29.7% | -7.4% | +37.2% | +34.2% |
| 1Y | +42.8% | -7.4% | +50.2% | +46.0% |
| All | +42.8% | -7.3% | +50.1% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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