+3,549.0%
LRCX vs RCAT
-98.5%
+3,647.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.1% |
| 7D | -3.1% | -4.9% | +1.8% | -3.0% |
| 30D | -8.6% | -22.9% | +14.3% | -8.3% |
| 3M | -17.7% | -33.7% | +16.0% | -17.3% |
| 6M | +36.4% | -50.7% | +87.1% | +37.2% |
| YTD | +74.5% | +0.4% | +74.2% | +74.1% |
| 1Y | +159.4% | -27.6% | +187.1% | +159.4% |
| 3Y | +361.6% | +753.2% | -391.6% | +349.6% |
| 5Y | +425.2% | +183.3% | +242.0% | +413.0% |
| All | +3,549.0% | -98.5% | +3,647.6% | +3,402.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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