+42.8%
LRCX vs IR
+11.7%
+31.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.7% |
| 7D | -12.8% | +11.6% | -24.3% | -19.2% |
| 30D | -36.0% | +7.2% | -43.1% | -38.8% |
| 3M | -30.2% | -5.9% | -24.4% | -27.4% |
| 6M | -14.2% | +11.5% | -25.7% | -21.6% |
| YTD | +29.7% | +6.3% | +23.4% | +19.5% |
| 1Y | +42.8% | +9.1% | +33.7% | +30.2% |
| All | +42.8% | +11.7% | +31.1% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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