+2,664.2%
LRCX vs INTU
+240.8%
+2,423.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.6% | +5.4% | +5.7% |
| 7D | +6.5% | -3.9% | +10.5% | +8.5% |
| 30D | -23.8% | +12.0% | -35.8% | -29.4% |
| 3M | -24.2% | +2.3% | -26.5% | -27.8% |
| 6M | -20.2% | -12.1% | -8.1% | -22.7% |
| YTD | +38.2% | -47.5% | +85.8% | +80.7% |
| 1Y | +48.9% | -46.9% | +95.8% | +92.0% |
| 3Y | +252.8% | -33.5% | +286.3% | +267.7% |
| 5Y | +304.3% | -41.2% | +345.6% | +342.8% |
| 10Y | +2,664.2% | +233.5% | +2,430.7% | +744.4% |
| All | +2,664.2% | +240.8% | +2,423.5% | +744.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling