+293.9%
LRCX vs RCL
+285.8%
+8.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.9% | +3.0% | +0.8% |
| 7D | +26.2% | -0.2% | +26.5% | +26.4% |
| 30D | -22.4% | +14.4% | -36.7% | -26.9% |
| 3M | -28.2% | +5.2% | -33.4% | -30.2% |
| 6M | -19.0% | +26.1% | -45.2% | -27.6% |
| YTD | +37.0% | +17.4% | +19.6% | +24.8% |
| 1Y | +45.5% | +24.7% | +20.8% | +28.6% |
| 3Y | +249.7% | +250.9% | -1.3% | +91.0% |
| 5Y | +293.9% | +293.8% | 0.0% | +92.9% |
| All | +293.9% | +285.8% | +8.1% | +92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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