+277.1%
LRCX vs NDAQ
+66.7%
+210.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.3% |
| 7D | +12.7% | +1.3% | +11.5% | +12.1% |
| 30D | -21.3% | +18.0% | -39.2% | -27.9% |
| 3M | -32.9% | +11.5% | -44.4% | -36.8% |
| 6M | -23.4% | +21.1% | -44.5% | -32.3% |
| YTD | +32.4% | +12.8% | +19.6% | +21.3% |
| 1Y | +48.0% | +25.7% | +22.3% | +24.9% |
| 3Y | +243.9% | +116.8% | +127.1% | +89.0% |
| All | +277.1% | +66.7% | +210.4% | +143.6% |
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