+259.1%
LRCX vs INTU
-33.1%
+292.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.6% | +5.4% | +6.1% |
| 7D | +6.5% | -3.9% | +10.5% | +6.4% |
| 30D | -23.8% | +12.0% | -35.8% | -23.8% |
| 3M | -24.2% | +2.3% | -26.5% | -24.1% |
| 6M | -20.2% | -12.1% | -8.1% | -17.3% |
| YTD | +38.2% | -47.5% | +85.8% | +79.4% |
| 1Y | +48.9% | -46.9% | +95.8% | +91.2% |
| All | +259.1% | -33.1% | +292.2% | +271.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling