+3,866.3%
LRCX vs RACE
+783.2%
+3,083.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.9% |
| 7D | +9.5% | -2.6% | +12.2% | +11.3% |
| 30D | +3.1% | -1.1% | +4.2% | +3.4% |
| 3M | -3.4% | +12.5% | -15.9% | -11.5% |
| 6M | +49.7% | +17.4% | +32.3% | +32.3% |
| YTD | +84.9% | +10.1% | +74.7% | +68.9% |
| 1Y | +200.8% | -15.1% | +216.0% | +221.0% |
| 3Y | +385.1% | +38.9% | +346.1% | +247.0% |
| 5Y | +460.5% | +90.7% | +369.8% | +216.9% |
| 10Y | +3,866.3% | +801.8% | +3,064.4% | +968.9% |
| All | +3,866.3% | +783.2% | +3,083.1% | +968.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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