+3,866.3%
LRCX vs INTU
+209.2%
+3,657.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.1% | -0.6% |
| 7D | +9.5% | -8.5% | +18.0% | +14.6% |
| 30D | +3.1% | -6.1% | +9.2% | +5.5% |
| 3M | -3.4% | +7.3% | -10.7% | -11.8% |
| 6M | +49.7% | -33.2% | +82.9% | +71.8% |
| YTD | +84.9% | -52.2% | +137.0% | +160.4% |
| 1Y | +200.8% | -52.7% | +253.5% | +324.8% |
| 3Y | +385.1% | -41.6% | +426.7% | +460.7% |
| 5Y | +460.5% | -42.6% | +503.1% | +520.9% |
| 10Y | +3,866.3% | +211.0% | +3,655.2% | +1,141.0% |
| All | +3,866.3% | +209.2% | +3,657.1% | +1,141.0% |
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