+208.1%
LRCX vs NTRS
+47.2%
+160.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | +1.9% | +0.4% | +1.5% | +1.6% |
| 30D | +0.1% | +1.7% | -1.6% | -1.1% |
| 3M | -8.5% | +8.9% | -17.3% | -14.0% |
| 6M | +38.1% | +30.6% | +7.5% | +11.6% |
| YTD | +80.1% | +38.7% | +41.4% | +37.7% |
| 1Y | +208.1% | +48.1% | +160.0% | +129.1% |
| All | +208.1% | +47.2% | +160.9% | +129.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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