+478.4%
LRCX vs LII
+25.8%
+452.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.4% | +5.5% | +5.0% |
| 7D | +10.4% | +2.1% | +8.3% | +8.9% |
| 30D | +2.9% | -12.4% | +15.3% | +11.5% |
| 3M | -1.2% | -24.8% | +23.6% | +16.0% |
| 6M | +60.9% | -25.2% | +86.0% | +89.5% |
| YTD | +87.5% | -20.3% | +107.8% | +110.0% |
| 1Y | +206.6% | -32.9% | +239.6% | +282.9% |
| 3Y | +392.1% | +2.0% | +390.1% | +343.5% |
| 5Y | +478.4% | +24.4% | +454.0% | +307.5% |
| All | +478.4% | +25.8% | +452.6% | +307.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling