+416.0%
LRCX vs LOW
+5.4%
+410.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | -3.1% | -3.7% | +0.7% | -0.9% |
| 30D | -8.6% | -8.9% | +0.3% | -3.7% |
| 3M | -17.7% | -10.4% | -7.3% | -13.7% |
| 6M | +36.4% | -19.4% | +55.7% | +52.8% |
| YTD | +74.5% | -17.1% | +91.7% | +90.7% |
| 1Y | +159.4% | -26.3% | +185.7% | +204.9% |
| 3Y | +361.6% | -9.9% | +371.5% | +361.6% |
| All | +416.0% | +5.4% | +410.6% | +347.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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