+3,549.0%
LRCX vs RL
+311.3%
+3,237.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.3% |
| 7D | -3.1% | -3.4% | +0.4% | -1.5% |
| 30D | -8.6% | -14.4% | +5.9% | -1.8% |
| 3M | -17.7% | -13.6% | -4.1% | -12.3% |
| 6M | +36.4% | +0.6% | +35.8% | +35.3% |
| YTD | +74.5% | -3.6% | +78.2% | +76.4% |
| 1Y | +159.4% | +8.3% | +151.1% | +148.0% |
| 3Y | +361.6% | +204.8% | +156.8% | +172.3% |
| 5Y | +425.2% | +232.9% | +192.3% | +193.0% |
| All | +3,549.0% | +311.3% | +3,237.8% | +1,764.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 RL 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