+277.1%
LRCX vs QLD
+80.9%
+196.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.5% | -0.9% | -1.3% |
| 7D | +12.7% | +7.0% | +5.7% | +6.8% |
| 30D | -21.3% | -14.3% | -6.9% | -9.5% |
| 3M | -32.9% | -16.0% | -16.9% | -21.4% |
| 6M | -23.4% | -14.2% | -9.2% | -9.6% |
| YTD | +32.4% | +12.8% | +19.6% | +27.7% |
| 1Y | +48.0% | +14.1% | +34.0% | +42.0% |
| 3Y | +243.9% | +146.0% | +98.0% | +90.6% |
| All | +277.1% | +80.9% | +196.1% | +138.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling