+3,549.0%
LRCX vs IT
+103.1%
+3,445.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.3% | -5.2% | -1.9% |
| 7D | -3.1% | -3.7% | +0.6% | -2.0% |
| 30D | -8.6% | +0.1% | -8.6% | -9.4% |
| 3M | -17.7% | +20.7% | -38.4% | -27.9% |
| 6M | +36.4% | +12.0% | +24.4% | +19.9% |
| YTD | +74.5% | -28.8% | +103.4% | +89.8% |
| 1Y | +159.4% | -25.5% | +185.0% | +171.8% |
| 3Y | +361.6% | -48.8% | +410.3% | +475.5% |
| 5Y | +425.2% | -42.7% | +468.0% | +505.8% |
| All | +3,549.0% | +103.1% | +3,445.9% | +1,968.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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