+38.6%
LRCX vs QSR
+6.4%
+32.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.7% | -5.0% | -5.9% |
| 7D | +1.8% | -4.7% | +6.5% | -0.3% |
| 30D | -4.3% | +4.3% | -8.6% | -2.2% |
| 3M | -7.3% | +5.4% | -12.8% | -4.1% |
| 6M | +38.6% | +8.2% | +30.4% | +37.9% |
| All | +38.6% | +6.4% | +32.1% | +37.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling