+416.0%
LRCX vs RIOT
-26.7%
+442.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.5% | -2.4% | -0.5% |
| 7D | -3.1% | -1.5% | -1.6% | -2.7% |
| 30D | -8.6% | +5.7% | -14.2% | -10.1% |
| 3M | -17.7% | -17.9% | +0.2% | -14.6% |
| 6M | +36.4% | +45.0% | -8.6% | +25.5% |
| YTD | +74.5% | +69.5% | +5.1% | +54.3% |
| 1Y | +159.4% | +37.2% | +122.3% | +136.2% |
| 3Y | +361.6% | +111.7% | +249.8% | +233.9% |
| All | +416.0% | -26.7% | +442.8% | +279.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIOT.
Daily Out/Under-Performance
Portfolio return minus RIOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIOT 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 RIOT 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