+412.2%
LRCX vs RGTI
+54.2%
+358.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | 0.0% |
| 7D | -3.1% | +0.5% | -3.5% | -3.1% |
| 30D | -8.6% | -17.1% | +8.5% | -6.8% |
| 3M | -17.7% | -26.0% | +8.3% | -15.3% |
| 6M | +36.4% | -9.9% | +46.2% | +36.7% |
| YTD | +74.5% | -31.1% | +105.6% | +78.2% |
| 1Y | +159.4% | -8.5% | +168.0% | +155.1% |
| 3Y | +361.6% | +652.2% | -290.6% | +228.1% |
| 5Y | +425.2% | +56.8% | +368.5% | +332.2% |
| All | +412.2% | +54.2% | +358.0% | +308.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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