+446.3%
LRCX vs RACE
+93.6%
+352.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.9% | +7.0% | +6.2% |
| 7D | +1.9% | -2.5% | +4.4% | +3.4% |
| 30D | +0.1% | +0.8% | -0.7% | -0.7% |
| 3M | -8.5% | +17.2% | -25.6% | -17.6% |
| 6M | +38.1% | +13.6% | +24.5% | +25.8% |
| YTD | +80.1% | +12.2% | +67.9% | +64.0% |
| 1Y | +208.1% | -16.3% | +224.3% | +234.5% |
| 3Y | +350.2% | +36.4% | +313.8% | +212.4% |
| All | +446.3% | +93.6% | +352.8% | +167.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling