+16,875.2%
LRCX vs LII
+2,783.5%
+14,091.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.7% |
| 7D | -3.6% | +0.4% | -4.0% | -3.7% |
| 30D | -30.3% | -2.4% | -27.9% | -30.3% |
| 3M | -27.3% | -17.5% | -9.9% | -21.4% |
| 6M | -24.2% | -32.8% | +8.6% | -10.2% |
| YTD | +30.3% | -27.7% | +58.0% | +48.4% |
| 1Y | +34.3% | -28.1% | +62.4% | +53.2% |
| 3Y | +232.6% | -9.7% | +242.3% | +236.8% |
| 5Y | +286.2% | +19.5% | +266.7% | +239.3% |
| 10Y | +2,547.4% | +170.6% | +2,376.8% | +1,484.9% |
| All | +16,875.2% | +2,783.5% | +14,091.7% | +3,079.5% |
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 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