+1,667.6%
LRCX vs NTR
+98.7%
+1,568.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.5% | -3.2% | -4.7% |
| 7D | +1.8% | -2.5% | +4.3% | +2.8% |
| 30D | -4.3% | +17.0% | -21.3% | -10.2% |
| 3M | -7.3% | +22.2% | -29.5% | -15.2% |
| 6M | +38.6% | +5.2% | +33.4% | +33.0% |
| YTD | +74.4% | +29.7% | +44.8% | +51.4% |
| 1Y | +179.1% | +39.4% | +139.7% | +132.1% |
| 3Y | +357.7% | +38.2% | +319.5% | +270.4% |
| 5Y | +424.9% | +47.6% | +377.3% | +263.5% |
| All | +1,667.6% | +98.7% | +1,568.9% | +803.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling