+34,435.8%
LRCX vs RL
+1,366.2%
+33,069.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.0% | +3.1% | +4.3% |
| 7D | +1.9% | -0.8% | +2.7% | +2.3% |
| 30D | +0.1% | -7.8% | +7.8% | +3.1% |
| 3M | -8.5% | -4.0% | -4.5% | -7.2% |
| 6M | +38.1% | -1.9% | +39.9% | +38.8% |
| YTD | +80.1% | -0.2% | +80.2% | +79.5% |
| 1Y | +208.1% | +10.7% | +197.4% | +194.1% |
| 3Y | +350.2% | +210.8% | +139.5% | +180.3% |
| 5Y | +430.7% | +238.2% | +192.4% | +215.8% |
| 10Y | +3,633.2% | +313.4% | +3,319.8% | +1,774.4% |
| All | +34,435.8% | +1,366.2% | +33,069.7% | +8,611.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling