+248.9%
LRCX vs LII
-8.9%
+257.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.2% | +8.2% | +9.2% |
| 7D | -2.7% | -1.2% | -1.6% | -2.0% |
| 30D | -30.6% | -2.0% | -28.6% | -30.9% |
| 3M | -28.8% | -20.2% | -8.6% | -20.3% |
| 6M | -24.6% | -32.5% | +7.9% | -7.7% |
| YTD | +29.7% | -27.4% | +57.0% | +49.8% |
| 1Y | +39.5% | -28.2% | +67.7% | +62.1% |
| 3Y | +248.9% | -7.2% | +256.2% | +218.7% |
| All | +248.9% | -8.9% | +257.9% | +218.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling