+208,807.6%
LRCX vs RF
+1,457.2%
+207,350.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.2% | +8.2% | +9.7% |
| 7D | -2.7% | -0.1% | -2.6% | -2.6% |
| 30D | -30.6% | +7.0% | -37.6% | -32.1% |
| 3M | -28.8% | -7.0% | -21.8% | -27.2% |
| 6M | -24.6% | +6.8% | -31.4% | -26.5% |
| YTD | +29.7% | +9.9% | +19.8% | +25.3% |
| 1Y | +39.5% | +21.1% | +18.4% | +30.7% |
| 3Y | +248.9% | +119.6% | +129.3% | +168.6% |
| 5Y | +274.3% | +46.2% | +228.2% | +224.0% |
| 10Y | +2,479.7% | +261.5% | +2,218.2% | +1,538.1% |
| All | +208,807.6% | +1,457.2% | +207,350.4% | +47,361.1% |
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 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