+277,377.9%
LRCX vs RIO
+6,041.4%
+271,336.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.6% | +3.9% |
| 7D | +10.4% | +1.9% | +8.5% | +9.6% |
| 30D | +2.9% | +5.0% | -2.0% | +0.8% |
| 3M | -1.2% | +5.1% | -6.3% | -2.8% |
| 6M | +60.9% | +17.6% | +43.2% | +52.1% |
| YTD | +87.5% | +36.3% | +51.2% | +67.5% |
| 1Y | +206.6% | +71.2% | +135.5% | +151.4% |
| 3Y | +392.1% | +102.7% | +289.4% | +278.4% |
| 5Y | +478.4% | +99.6% | +378.9% | +338.6% |
| 10Y | +3,821.0% | +603.1% | +3,217.9% | +1,798.5% |
| All | +277,377.9% | +6,041.4% | +271,336.5% | +54,437.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling