+113,417.9%
LRCX vs M
+396.5%
+113,021.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.5% | +4.3% |
| 7D | +1.9% | +4.7% | -2.8% | +0.4% |
| 30D | +0.1% | -9.6% | +9.7% | +3.2% |
| 3M | -8.5% | +0.9% | -9.3% | -9.2% |
| 6M | +38.1% | +22.3% | +15.8% | +28.9% |
| YTD | +80.1% | +6.5% | +73.5% | +74.9% |
| 1Y | +208.1% | +38.8% | +169.3% | +174.7% |
| 3Y | +350.2% | +115.9% | +234.3% | +228.4% |
| 5Y | +430.7% | +28.6% | +402.0% | +323.7% |
| 10Y | +3,633.2% | -2.5% | +3,635.8% | +2,414.9% |
| All | +113,417.9% | +396.5% | +113,021.4% | +33,040.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling