+478.4%
LRCX vs INTU
-40.9%
+519.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.1% | +8.3% | +5.6% |
| 7D | +10.4% | -7.5% | +18.0% | +13.3% |
| 30D | +2.9% | -1.9% | +4.9% | +2.8% |
| 3M | -1.2% | +4.9% | -6.0% | -5.8% |
| 6M | +60.9% | -33.2% | +94.1% | +82.3% |
| YTD | +87.5% | -51.4% | +138.9% | +153.0% |
| 1Y | +206.6% | -52.0% | +258.6% | +315.0% |
| 3Y | +392.1% | -40.7% | +432.8% | +458.7% |
| 5Y | +478.4% | -41.7% | +520.2% | +506.4% |
| All | +478.4% | -40.9% | +519.3% | +506.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling