+104.9%
LRCX vs Q
+75.3%
+29.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.3% | +1.8% | +2.3% |
| 7D | +10.4% | +6.7% | +3.7% | +4.8% |
| 30D | +2.9% | -10.6% | +13.5% | +12.4% |
| 3M | -1.2% | -14.6% | +13.4% | +14.4% |
| 6M | +60.9% | +12.1% | +48.8% | +56.2% |
| YTD | +87.5% | +51.3% | +36.3% | +54.4% |
| All | +104.9% | +75.3% | +29.6% | +79.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling