+17,744.6%
LRCX vs LII
+2,784.8%
+14,959.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.5% |
| 7D | +26.2% | -0.2% | +26.4% | +26.4% |
| 30D | -22.4% | -0.6% | -21.8% | -23.1% |
| 3M | -28.2% | -17.0% | -11.2% | -22.5% |
| 6M | -19.0% | -31.1% | +12.1% | -5.1% |
| YTD | +37.0% | -27.7% | +64.6% | +56.0% |
| 1Y | +45.5% | -26.2% | +71.7% | +63.9% |
| 3Y | +249.7% | -9.6% | +259.3% | +254.1% |
| 5Y | +293.9% | +15.7% | +278.2% | +251.4% |
| 10Y | +2,639.6% | +166.9% | +2,472.8% | +1,550.5% |
| All | +17,744.6% | +2,784.8% | +14,959.9% | +3,242.4% |
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