+3,866.3%
LRCX vs LII
+163.1%
+3,703.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | +0.1% |
| 7D | +9.5% | +0.5% | +9.1% | +9.2% |
| 30D | +3.1% | -11.2% | +14.3% | +10.7% |
| 3M | -3.4% | -28.8% | +25.4% | +17.4% |
| 6M | +49.7% | -26.9% | +76.6% | +79.0% |
| YTD | +84.9% | -22.2% | +107.1% | +110.5% |
| 1Y | +200.8% | -32.0% | +232.8% | +271.2% |
| 3Y | +385.1% | -0.4% | +385.5% | +353.6% |
| 5Y | +460.5% | +22.4% | +438.0% | +344.4% |
| 10Y | +3,866.3% | +171.4% | +3,694.8% | +1,856.0% |
| All | +3,866.3% | +163.1% | +3,703.2% | +1,856.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling