+42.8%
LRCX vs QLD
+13.1%
+29.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.9% | -5.9% | -6.4% |
| 7D | -12.8% | -9.4% | -3.4% | -1.6% |
| 30D | -36.0% | -17.1% | -18.9% | -18.9% |
| 3M | -30.2% | -10.4% | -19.8% | -19.9% |
| 6M | -14.2% | +0.7% | -15.0% | -12.7% |
| YTD | +29.7% | +17.7% | +12.0% | +11.4% |
| 1Y | +42.8% | +14.7% | +28.1% | +26.4% |
| All | +42.8% | +13.1% | +29.7% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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