+25,288.0%
LRCX vs RL
+1,517.3%
+23,770.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.2% | -2.9% |
| 7D | +12.7% | +2.6% | +10.1% | +11.7% |
| 30D | -21.3% | +2.9% | -24.2% | -22.0% |
| 3M | -32.9% | 0.0% | -32.9% | -32.9% |
| 6M | -23.4% | +17.1% | -40.5% | -28.5% |
| YTD | +32.4% | +10.1% | +22.2% | +26.9% |
| 1Y | +48.0% | +17.3% | +30.7% | +38.1% |
| 3Y | +243.9% | +249.3% | -5.4% | +104.7% |
| 5Y | +280.6% | +240.9% | +39.7% | +126.6% |
| 10Y | +2,547.5% | +337.3% | +2,210.3% | +1,200.1% |
| All | +25,288.0% | +1,517.3% | +23,770.7% | +6,056.9% |
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