+208.1%
LRCX vs MKTX
-8.5%
+216.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | +1.9% | +0.4% | +1.5% | +1.9% |
| 30D | +0.1% | +1.1% | -1.0% | +0.1% |
| 3M | -8.5% | +36.1% | -44.6% | -4.2% |
| 6M | +38.1% | -12.9% | +50.9% | +18.4% |
| YTD | +80.1% | -8.5% | +88.6% | +58.8% |
| 1Y | +208.1% | -7.5% | +215.6% | +178.7% |
| All | +208.1% | -8.5% | +216.6% | +178.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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