+424.9%
LRCX vs QID
-80.2%
+505.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.3% | -8.0% | -3.8% |
| 7D | +1.8% | +2.7% | -0.9% | +4.2% |
| 30D | -4.3% | +3.3% | -7.6% | -1.1% |
| 3M | -7.3% | -5.5% | -1.8% | -5.2% |
| 6M | +38.6% | -28.4% | +67.0% | +19.6% |
| YTD | +74.4% | -26.6% | +101.0% | +56.6% |
| 1Y | +179.1% | -34.1% | +213.2% | +138.8% |
| 3Y | +357.7% | -73.7% | +431.4% | +159.6% |
| 5Y | +424.9% | -80.7% | +505.5% | +227.0% |
| All | +424.9% | -80.2% | +505.1% | +227.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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