+446.3%
LRCX vs LIN
+61.6%
+384.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.1% | +5.8% |
| 7D | +1.9% | -2.1% | +4.0% | +3.5% |
| 30D | +0.1% | -2.4% | +2.5% | +1.6% |
| 3M | -8.5% | -5.6% | -2.9% | -5.8% |
| 6M | +38.1% | -3.4% | +41.5% | +38.7% |
| YTD | +80.1% | +13.1% | +67.0% | +56.8% |
| 1Y | +208.1% | +2.5% | +205.6% | +191.6% |
| 3Y | +350.2% | +27.6% | +322.6% | +241.3% |
| All | +446.3% | +61.6% | +384.8% | +218.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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