+35,346.5%
LRCX vs IT
+5,878.5%
+29,468.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.3% | -5.2% | -1.8% |
| 7D | -3.1% | -3.7% | +0.6% | -2.1% |
| 30D | -8.6% | +0.1% | -8.6% | -9.3% |
| 3M | -17.7% | +20.7% | -38.4% | -26.9% |
| 6M | +36.4% | +12.0% | +24.4% | +21.5% |
| YTD | +74.5% | -28.8% | +103.4% | +81.1% |
| 1Y | +159.4% | -25.5% | +185.0% | +162.9% |
| 3Y | +361.6% | -48.8% | +410.3% | +428.1% |
| 5Y | +425.2% | -42.7% | +468.0% | +479.5% |
| 10Y | +3,645.0% | +102.5% | +3,542.5% | +2,438.0% |
| All | +35,346.5% | +5,878.5% | +29,468.0% | +5,691.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling