+34.3%
LRCX vs RF
+19.4%
+14.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.9% |
| 7D | -3.6% | +0.3% | -4.0% | -3.5% |
| 30D | -30.3% | +6.2% | -36.4% | -32.1% |
| 3M | -27.3% | -7.8% | -19.5% | -23.9% |
| 6M | -24.2% | +5.9% | -30.2% | -27.7% |
| YTD | +30.3% | +9.0% | +21.3% | +17.5% |
| 1Y | +34.3% | +19.3% | +15.0% | +13.4% |
| All | +34.3% | +19.4% | +14.8% | +13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling