+208.1%
LRCX vs NTR
+43.1%
+165.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.6% | +6.7% | +4.8% |
| 7D | +1.9% | +8.1% | -6.2% | +3.6% |
| 30D | +0.1% | +18.8% | -18.7% | +3.8% |
| 3M | -8.5% | +16.2% | -24.7% | -5.4% |
| 6M | +38.1% | +9.8% | +28.3% | +41.2% |
| YTD | +80.1% | +30.9% | +49.2% | +90.1% |
| 1Y | +208.1% | +41.8% | +166.3% | +230.7% |
| All | +208.1% | +43.1% | +165.0% | +230.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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