+45.5%
LRCX vs RACE
-4.6%
+50.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.3% |
| 7D | +26.2% | -4.0% | +30.2% | +27.5% |
| 30D | -22.4% | +3.5% | -25.9% | -22.9% |
| 3M | -28.2% | -0.4% | -27.8% | -28.1% |
| 6M | -19.0% | +23.2% | -42.2% | -25.1% |
| YTD | +37.0% | +11.0% | +26.0% | +35.5% |
| 1Y | +45.5% | -2.2% | +47.7% | +43.1% |
| All | +45.5% | -4.6% | +50.1% | +43.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling