+246.2%
LRCX vs RF
+42.5%
+203.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.4% | +8.6% | +8.4% |
| 7D | -16.2% | -0.9% | -15.3% | -15.7% |
| 30D | -39.2% | +6.0% | -45.2% | -41.1% |
| 3M | -34.4% | -8.9% | -25.5% | -31.2% |
| 6M | -32.4% | +2.3% | -34.8% | -33.9% |
| YTD | +17.4% | +7.6% | +9.9% | +11.7% |
| 1Y | +24.2% | +21.2% | +3.0% | +10.8% |
| 3Y | +221.6% | +108.5% | +113.0% | +112.0% |
| All | +246.2% | +42.5% | +203.7% | +173.6% |
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