+42.8%
LRCX vs INTU
-46.5%
+89.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.5% | -7.5% | -2.5% |
| 7D | -12.8% | +8.7% | -21.4% | -9.2% |
| 30D | -36.0% | +25.9% | -61.8% | -28.7% |
| 3M | -30.2% | +10.7% | -41.0% | -25.6% |
| 6M | -14.2% | -11.6% | -2.6% | -8.9% |
| YTD | +29.7% | -45.4% | +75.1% | +36.7% |
| 1Y | +42.8% | -45.2% | +88.0% | +50.6% |
| All | +42.8% | -46.5% | +89.3% | +50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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