+274.3%
LRCX vs LII
+23.0%
+251.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.2% | +8.2% | +9.1% |
| 7D | -2.7% | -1.2% | -1.6% | -1.9% |
| 30D | -30.6% | -2.0% | -28.6% | -30.9% |
| 3M | -28.8% | -20.2% | -8.6% | -19.6% |
| 6M | -24.6% | -32.5% | +7.9% | -6.6% |
| YTD | +29.7% | -27.4% | +57.0% | +51.3% |
| 1Y | +39.5% | -28.2% | +67.7% | +63.7% |
| 3Y | +248.9% | -7.2% | +256.2% | +228.5% |
| 5Y | +274.3% | +19.9% | +254.4% | +161.0% |
| All | +274.3% | +23.0% | +251.3% | +161.0% |
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 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