+2,547.4%
LRCX vs RACE
+740.2%
+1,807.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.2% | +1.0% |
| 7D | -3.6% | +0.2% | -3.8% | -3.7% |
| 30D | -30.3% | +6.6% | -36.9% | -33.1% |
| 3M | -27.3% | +2.2% | -29.5% | -28.9% |
| 6M | -24.2% | +22.4% | -46.6% | -34.9% |
| YTD | +30.3% | +13.8% | +16.5% | +16.0% |
| 1Y | +34.3% | +2.2% | +32.1% | +28.1% |
| 3Y | +232.6% | +25.6% | +207.0% | +156.1% |
| 5Y | +286.2% | +71.0% | +215.2% | +133.5% |
| 10Y | +2,547.4% | +739.1% | +1,808.3% | +620.1% |
| All | +2,547.4% | +740.2% | +1,807.2% | +620.1% |
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