+2,324.9%
LRCX vs IR
+282.2%
+2,042.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.6% | +5.8% | +5.2% |
| 7D | +10.4% | +0.6% | +9.8% | +9.9% |
| 30D | +2.9% | -13.6% | +16.5% | +12.8% |
| 3M | -1.2% | +3.7% | -4.9% | -4.0% |
| 6M | +60.9% | -13.1% | +73.9% | +74.9% |
| YTD | +87.5% | -5.1% | +92.7% | +91.9% |
| 1Y | +206.6% | -6.5% | +213.1% | +216.7% |
| 3Y | +392.1% | +8.5% | +383.6% | +367.0% |
| 5Y | +478.4% | +43.3% | +435.1% | +368.3% |
| All | +2,324.9% | +282.2% | +2,042.8% | +1,247.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling