+424.9%
LRCX vs IT
-46.1%
+471.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.5% | -6.2% | -5.8% |
| 7D | +1.8% | -12.7% | +14.5% | +5.1% |
| 30D | -4.3% | -8.9% | +4.6% | -2.7% |
| 3M | -7.3% | +10.1% | -17.5% | -12.8% |
| 6M | +38.6% | +7.3% | +31.3% | +28.4% |
| YTD | +74.4% | -32.4% | +106.8% | +99.3% |
| 1Y | +179.1% | -26.6% | +205.8% | +200.9% |
| 3Y | +357.7% | -51.8% | +409.5% | +507.3% |
| 5Y | +424.9% | -45.6% | +470.5% | +497.1% |
| All | +424.9% | -46.1% | +471.0% | +497.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling