+96.8%
LRCX vs Q
+71.3%
+25.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +3.8% |
| 7D | +1.9% | +0.2% | +1.7% | +1.7% |
| 30D | +0.1% | -11.1% | +11.2% | +9.8% |
| 3M | -8.5% | -22.1% | +13.6% | +13.0% |
| 6M | +38.1% | +0.5% | +37.6% | +43.4% |
| YTD | +80.1% | +47.8% | +32.3% | +51.0% |
| All | +96.8% | +71.3% | +25.5% | +75.9% |
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