+208.1%
LRCX vs RIO
+73.7%
+134.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.4% | +4.7% | +4.7% |
| 7D | +1.9% | 0.0% | +1.9% | +2.0% |
| 30D | +0.1% | +4.0% | -3.9% | -3.9% |
| 3M | -8.5% | +0.1% | -8.6% | -9.2% |
| 6M | +38.1% | +12.7% | +25.3% | +25.0% |
| YTD | +80.1% | +35.6% | +44.5% | +42.0% |
| 1Y | +208.1% | +73.7% | +134.4% | +102.1% |
| All | +208.1% | +73.7% | +134.3% | +102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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