+42.8%
LRCX vs QSR
+23.8%
+19.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +5.5% | -9.5% | -1.4% |
| 7D | -12.8% | +5.2% | -17.9% | -10.4% |
| 30D | -36.0% | +12.2% | -48.1% | -32.3% |
| 3M | -30.2% | +7.0% | -37.3% | -27.3% |
| 6M | -14.2% | -0.3% | -13.9% | -10.8% |
| YTD | +29.7% | +18.0% | +11.7% | +40.2% |
| 1Y | +42.8% | +22.6% | +20.2% | +47.9% |
| All | +42.8% | +23.8% | +19.0% | +47.9% |
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