+424.9%
LRCX vs RIO
+90.3%
+334.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.2% | -1.5% | -3.0% |
| 7D | +1.8% | -3.4% | +5.2% | +4.1% |
| 30D | -4.3% | +0.6% | -4.9% | -4.8% |
| 3M | -7.3% | +2.5% | -9.9% | -8.5% |
| 6M | +38.6% | +10.8% | +27.8% | +31.7% |
| YTD | +74.4% | +30.5% | +44.0% | +51.3% |
| 1Y | +179.1% | +68.1% | +111.0% | +111.4% |
| 3Y | +357.7% | +94.0% | +263.6% | +221.5% |
| 5Y | +424.9% | +92.0% | +332.9% | +274.7% |
| All | +424.9% | +90.3% | +334.6% | +274.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling