+416.0%
LRCX vs NYT
+38.8%
+377.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.1% |
| 7D | -3.1% | -0.6% | -2.5% | -2.9% |
| 30D | -8.6% | +4.6% | -13.1% | -9.9% |
| 3M | -17.7% | -9.6% | -8.1% | -16.3% |
| 6M | +36.4% | -14.0% | +50.4% | +40.8% |
| YTD | +74.5% | -2.8% | +77.4% | +71.3% |
| 1Y | +159.4% | +15.6% | +143.9% | +136.0% |
| 3Y | +361.6% | +56.3% | +305.3% | +256.5% |
| All | +416.0% | +38.8% | +377.3% | +266.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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