+200.8%
LRCX vs M
+30.1%
+170.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.2% | +2.8% | +0.3% |
| 7D | +9.5% | -4.1% | +13.6% | +11.4% |
| 30D | +3.1% | -13.6% | +16.7% | +9.4% |
| 3M | -3.4% | -2.3% | -1.1% | -4.4% |
| 6M | +49.7% | +21.9% | +27.8% | +33.0% |
| YTD | +84.9% | -0.6% | +85.5% | +77.4% |
| 1Y | +200.8% | +29.7% | +171.1% | +151.9% |
| All | +200.8% | +30.1% | +170.7% | +151.9% |
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