+3,549.0%
LRCX vs RIG
-41.2%
+3,590.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.3% |
| 7D | -3.1% | -3.1% | 0.0% | -2.6% |
| 30D | -8.6% | -0.5% | -8.0% | -8.6% |
| 3M | -17.7% | -6.0% | -11.7% | -17.2% |
| 6M | +36.4% | -10.1% | +46.5% | +37.0% |
| YTD | +74.5% | +37.3% | +37.3% | +63.3% |
| 1Y | +159.4% | +73.9% | +85.5% | +133.1% |
| 3Y | +361.6% | -30.2% | +391.8% | +359.1% |
| 5Y | +425.2% | +62.5% | +362.8% | +337.3% |
| All | +3,549.0% | -41.2% | +3,590.2% | +2,594.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 10y: compounded portfolio wealth divided by compounded RIG 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…
10y analysis · Full analysis span regression · 6 months rolling