+297,723.6%
LRCX vs RGEN
+1,550.5%
+296,173.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.6% | -1.2% |
| 7D | +9.5% | -4.6% | +14.1% | +10.0% |
| 30D | +3.1% | +1.2% | +1.9% | +2.9% |
| 3M | -3.4% | +26.8% | -30.2% | -5.9% |
| 6M | +49.7% | +29.1% | +20.6% | +45.3% |
| YTD | +84.9% | +0.7% | +84.1% | +83.9% |
| 1Y | +200.8% | +39.1% | +161.8% | +190.0% |
| 3Y | +385.1% | +2.2% | +382.8% | +376.2% |
| 5Y | +460.5% | -44.0% | +504.5% | +473.1% |
| 10Y | +3,866.3% | +412.7% | +3,453.5% | +3,301.1% |
| All | +297,723.6% | +1,550.5% | +296,173.1% | +161,583.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling