+392.1%
LRCX vs RACE
+39.3%
+352.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.0% | +5.1% | +4.5% |
| 7D | +10.4% | -1.0% | +11.5% | +10.8% |
| 30D | +2.9% | -1.5% | +4.4% | +3.3% |
| 3M | -1.2% | +15.5% | -16.6% | -7.4% |
| 6M | +60.9% | +17.3% | +43.6% | +49.2% |
| YTD | +87.5% | +11.1% | +76.4% | +77.3% |
| 1Y | +206.6% | -14.3% | +220.9% | +221.9% |
| 3Y | +392.1% | +40.2% | +351.9% | +304.7% |
| All | +392.1% | +39.3% | +352.8% | +304.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling