+3,549.0%
LRCX vs NDAQ
+366.7%
+3,182.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.7% |
| 7D | -3.1% | -5.9% | +2.8% | +1.0% |
| 30D | -8.6% | -4.7% | -3.9% | -5.6% |
| 3M | -17.7% | +5.5% | -23.2% | -22.8% |
| 6M | +36.4% | +7.4% | +29.0% | +24.3% |
| YTD | +74.5% | -5.5% | +80.0% | +73.6% |
| 1Y | +159.4% | -3.7% | +163.1% | +152.9% |
| 3Y | +361.6% | +85.0% | +276.6% | +161.4% |
| 5Y | +425.2% | +49.0% | +376.3% | +250.3% |
| All | +3,549.0% | +366.7% | +3,182.4% | +980.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling