+3,821.0%
LRCX vs RF
+334.9%
+3,486.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.2% | +5.3% | +4.7% |
| 7D | +10.4% | +2.7% | +7.8% | +8.9% |
| 30D | +2.9% | -3.4% | +6.3% | +4.7% |
| 3M | -1.2% | +6.4% | -7.5% | -4.7% |
| 6M | +60.9% | +13.4% | +47.5% | +50.0% |
| YTD | +87.5% | +14.2% | +73.3% | +73.9% |
| 1Y | +206.6% | +15.7% | +190.9% | +181.9% |
| 3Y | +392.1% | +91.3% | +300.8% | +241.0% |
| 5Y | +478.4% | +89.8% | +388.7% | +293.8% |
| 10Y | +3,821.0% | +336.7% | +3,484.3% | +1,712.1% |
| All | +3,821.0% | +334.9% | +3,486.1% | +1,712.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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