+4,272.4%
LRCX vs QSR
+205.8%
+4,066.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.2% |
| 7D | -3.1% | -4.0% | +0.9% | -1.1% |
| 30D | -8.6% | +2.8% | -11.3% | -10.0% |
| 3M | -17.7% | +5.1% | -22.8% | -20.8% |
| 6M | +36.4% | +8.8% | +27.5% | +27.8% |
| YTD | +74.5% | +14.8% | +59.7% | +57.4% |
| 1Y | +159.4% | +25.7% | +133.7% | +122.0% |
| 3Y | +361.6% | +27.5% | +334.1% | +281.2% |
| 5Y | +425.2% | +41.3% | +384.0% | +306.9% |
| 10Y | +3,645.0% | +133.8% | +3,511.2% | +2,075.8% |
| All | +4,272.4% | +205.8% | +4,066.6% | +2,250.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling