+416.0%
LRCX vs NI
+96.9%
+319.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -3.1% | 0.0% | -3.1% | -3.1% |
| 30D | -8.6% | -1.4% | -7.2% | -8.2% |
| 3M | -17.7% | -10.6% | -7.1% | -15.2% |
| 6M | +36.4% | -9.3% | +45.7% | +39.5% |
| YTD | +74.5% | +1.1% | +73.4% | +73.1% |
| 1Y | +159.4% | +3.4% | +156.1% | +155.6% |
| 3Y | +361.6% | +67.9% | +293.7% | +299.5% |
| All | +416.0% | +96.9% | +319.1% | +362.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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