+189,107.2%
LRCX vs RF
+1,423.8%
+187,683.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.4% | +8.6% | +8.3% |
| 7D | -16.2% | -0.9% | -15.3% | -15.9% |
| 30D | -39.2% | +6.0% | -45.2% | -40.4% |
| 3M | -34.4% | -8.9% | -25.5% | -32.5% |
| 6M | -32.4% | +2.3% | -34.8% | -33.2% |
| YTD | +17.4% | +7.6% | +9.9% | +14.2% |
| 1Y | +24.2% | +21.2% | +3.0% | +16.2% |
| 3Y | +221.6% | +108.5% | +113.0% | +151.6% |
| 5Y | +245.2% | +43.2% | +202.0% | +200.6% |
| 10Y | +2,310.5% | +288.1% | +2,022.4% | +1,400.4% |
| All | +189,107.2% | +1,423.8% | +187,683.3% | +43,164.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling