+3,183.2%
LRCX vs RACE
+658.9%
+2,524.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -1.5% | +9.7% | +9.1% |
| 7D | -16.2% | +5.1% | -21.3% | -18.6% |
| 30D | -39.2% | +7.7% | -46.9% | -41.9% |
| 3M | -34.4% | +2.2% | -36.6% | -35.7% |
| 6M | -32.4% | +23.8% | -56.2% | -41.6% |
| YTD | +17.4% | +13.9% | +3.5% | +5.5% |
| 1Y | +24.2% | +3.8% | +20.4% | +17.7% |
| 3Y | +221.6% | +28.0% | +193.5% | +152.9% |
| 5Y | +245.2% | +64.9% | +180.3% | +127.7% |
| 10Y | +2,310.5% | +780.4% | +1,530.1% | +677.1% |
| All | +3,183.2% | +658.9% | +2,524.3% | +908.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling