+424.9%
LRCX vs NDAQ
+48.4%
+376.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.3% | -3.3% | -4.4% |
| 7D | +1.8% | -6.8% | +8.6% | +5.6% |
| 30D | -4.3% | -3.2% | -1.1% | -2.7% |
| 3M | -7.3% | +6.5% | -13.8% | -12.1% |
| 6M | +38.6% | +5.7% | +32.8% | +30.1% |
| YTD | +74.4% | -4.6% | +79.1% | +74.8% |
| 1Y | +179.1% | -1.6% | +180.7% | +172.2% |
| 3Y | +357.7% | +86.4% | +271.2% | +171.9% |
| 5Y | +424.9% | +50.3% | +374.5% | +247.6% |
| All | +424.9% | +48.4% | +376.5% | +247.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling