+23,358.3%
LRCX vs LII
+3,124.4%
+20,233.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.2% | +4.0% | +4.6% |
| 7D | +1.9% | -0.7% | +2.6% | +2.3% |
| 30D | +0.1% | -12.6% | +12.7% | +6.6% |
| 3M | -8.5% | -24.4% | +16.0% | +3.7% |
| 6M | +38.1% | -28.7% | +66.8% | +61.4% |
| YTD | +80.1% | -19.1% | +99.2% | +96.7% |
| 1Y | +208.1% | -29.7% | +237.8% | +258.5% |
| 3Y | +350.2% | +4.8% | +345.4% | +328.4% |
| 5Y | +430.7% | +24.6% | +406.1% | +361.6% |
| 10Y | +3,633.2% | +169.2% | +3,464.0% | +2,155.4% |
| All | +23,358.3% | +3,124.4% | +20,233.9% | +4,113.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling