+361.6%
LRCX vs KVUE
-9.0%
+370.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | -3.1% | -5.1% | +2.1% | -3.6% |
| 30D | -8.6% | -6.3% | -2.2% | -9.2% |
| 3M | -17.7% | -0.5% | -17.2% | -17.9% |
| 6M | +36.4% | +3.1% | +33.3% | +36.2% |
| YTD | +74.5% | +6.7% | +67.9% | +74.9% |
| 1Y | +159.4% | -1.1% | +160.6% | +159.5% |
| 3Y | +361.6% | -8.7% | +370.3% | +376.0% |
| All | +361.6% | -9.0% | +370.6% | +376.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 3y: compounded portfolio wealth divided by compounded KVUE 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…
3y analysis · Full analysis span regression · 6 months rolling