+446.3%
LRCX vs RF
+89.8%
+356.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.2% |
| 7D | +1.9% | +1.3% | +0.6% | +1.2% |
| 30D | +0.1% | -3.6% | +3.7% | +2.0% |
| 3M | -8.5% | +8.1% | -16.6% | -12.6% |
| 6M | +38.1% | +11.5% | +26.6% | +29.7% |
| YTD | +80.1% | +15.6% | +64.5% | +65.6% |
| 1Y | +208.1% | +15.7% | +192.4% | +182.3% |
| 3Y | +350.2% | +86.9% | +263.3% | +215.3% |
| All | +446.3% | +89.8% | +356.5% | +274.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling