+246.2%
LRCX vs LIN
+64.4%
+181.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -1.1% | +9.4% | +9.0% |
| 7D | -16.2% | +0.2% | -16.4% | -16.4% |
| 30D | -39.2% | +6.5% | -45.6% | -42.2% |
| 3M | -34.4% | +5.5% | -39.9% | -37.5% |
| 6M | -32.4% | +3.3% | -35.8% | -35.4% |
| YTD | +17.4% | +22.0% | -4.6% | -3.9% |
| 1Y | +24.2% | +25.7% | -1.6% | -1.5% |
| 3Y | +221.6% | +36.2% | +185.3% | +132.0% |
| All | +246.2% | +64.4% | +181.8% | +95.6% |
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