+3,549.0%
LRCX vs QSR
+135.2%
+3,413.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.3% |
| 7D | -3.1% | -4.0% | +0.9% | -0.9% |
| 30D | -8.6% | +2.8% | -11.3% | -10.1% |
| 3M | -17.7% | +5.1% | -22.8% | -21.0% |
| 6M | +36.4% | +8.8% | +27.5% | +27.1% |
| YTD | +74.5% | +14.8% | +59.7% | +56.0% |
| 1Y | +159.4% | +25.7% | +133.7% | +118.9% |
| 3Y | +361.6% | +27.5% | +334.1% | +273.5% |
| 5Y | +425.2% | +41.3% | +384.0% | +294.7% |
| All | +3,549.0% | +135.2% | +3,413.9% | +1,886.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling