+42.8%
LRCX vs M
+36.6%
+6.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +7.6% | -11.6% | -6.4% |
| 7D | -12.8% | +8.3% | -21.0% | -15.1% |
| 30D | -36.0% | +14.2% | -50.1% | -39.1% |
| 3M | -30.2% | -1.1% | -29.1% | -29.8% |
| 6M | -14.2% | +36.6% | -50.8% | -26.6% |
| YTD | +29.7% | +19.8% | +10.0% | +14.8% |
| 1Y | +42.8% | +37.2% | +5.6% | +17.7% |
| All | +42.8% | +36.6% | +6.2% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 1y: compounded portfolio wealth divided by compounded M 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…
1y analysis · Full analysis span regression · 6 months rolling