+208.1%
LRCX vs LII
-28.2%
+236.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.2% | +4.0% | +4.5% |
| 7D | +1.9% | -0.7% | +2.6% | +2.3% |
| 30D | +0.1% | -12.6% | +12.7% | +7.0% |
| 3M | -8.5% | -24.4% | +16.0% | +4.8% |
| 6M | +38.1% | -28.7% | +66.8% | +59.0% |
| YTD | +80.1% | -19.1% | +99.2% | +97.0% |
| 1Y | +208.1% | -29.7% | +237.8% | +262.4% |
| All | +208.1% | -28.2% | +236.2% | +262.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 1y: compounded portfolio wealth divided by compounded LII 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…
1y analysis · Full analysis span regression · 6 months rolling