+159.4%
LRCX vs RGEN
+38.7%
+120.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | -3.1% | -1.4% | -1.6% | -2.6% |
| 30D | -8.6% | -0.3% | -8.2% | -8.5% |
| 3M | -17.7% | +23.9% | -41.6% | -24.5% |
| 6M | +36.4% | +38.5% | -2.2% | +17.2% |
| YTD | +74.5% | +0.8% | +73.7% | +75.0% |
| 1Y | +159.4% | +38.2% | +121.2% | +127.9% |
| All | +159.4% | +38.7% | +120.7% | +127.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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