+42.8%
LRCX vs Q
+19.7%
+23.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -3.9% |
| 7D | -12.8% | -3.3% | -9.5% | -10.2% |
| 30D | -36.0% | -9.7% | -26.3% | -30.1% |
| 3M | -30.2% | -16.1% | -14.1% | -19.1% |
| 6M | -14.2% | -15.7% | +1.5% | +1.0% |
| YTD | +29.7% | +45.7% | -16.0% | +8.3% |
| 1Y | +42.8% | +18.0% | +24.8% | +31.8% |
| All | +42.8% | +19.7% | +23.1% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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