+208.1%
LRCX vs QQQM
+26.6%
+181.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +4.6% |
| 7D | +1.9% | +0.4% | +1.5% | +1.0% |
| 30D | +0.1% | +0.2% | -0.2% | -0.3% |
| 3M | -8.5% | -2.8% | -5.7% | +1.1% |
| 6M | +38.1% | +18.1% | +20.0% | -0.7% |
| YTD | +80.1% | +17.4% | +62.7% | +32.6% |
| 1Y | +208.1% | +25.7% | +182.4% | +87.4% |
| All | +208.1% | +26.6% | +181.4% | +87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 QQQM 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