+208.1%
LRCX vs QSR
+33.2%
+174.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.1% |
| 7D | +1.9% | +2.4% | -0.5% | +2.4% |
| 30D | +0.1% | +7.6% | -7.6% | +1.6% |
| 3M | -8.5% | +12.6% | -21.1% | -6.3% |
| 6M | +38.1% | +14.4% | +23.7% | +40.0% |
| YTD | +80.1% | +19.6% | +60.4% | +81.6% |
| 1Y | +208.1% | +33.9% | +174.2% | +186.2% |
| All | +208.1% | +33.2% | +174.8% | +186.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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