+208.1%
LRCX vs M
+46.1%
+161.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.5% | +4.0% |
| 7D | +1.9% | +4.7% | -2.8% | 0.0% |
| 30D | +0.1% | -9.6% | +9.7% | +4.3% |
| 3M | -8.5% | +0.9% | -9.3% | -10.1% |
| 6M | +38.1% | +22.3% | +15.8% | +23.1% |
| YTD | +80.1% | +6.5% | +73.5% | +68.1% |
| 1Y | +208.1% | +38.8% | +169.3% | +157.0% |
| All | +208.1% | +46.1% | +161.9% | +157.0% |
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