+1,768.1%
LRCX vs REPL
-19.2%
+1,787.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.2% |
| 7D | -3.1% | -14.1% | +11.0% | -2.2% |
| 30D | -8.6% | -15.2% | +6.7% | -7.8% |
| 3M | -17.7% | +49.9% | -67.6% | -21.7% |
| 6M | +36.4% | +63.5% | -27.2% | +21.2% |
| YTD | +74.5% | +32.9% | +41.6% | +56.9% |
| 1Y | +159.4% | +115.0% | +44.5% | +114.8% |
| 3Y | +361.6% | -34.7% | +396.3% | +261.3% |
| 5Y | +425.2% | -59.7% | +484.9% | +323.7% |
| All | +1,768.1% | -19.2% | +1,787.4% | +1,038.9% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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