+1,746.6%
LRCX vs ROKU
+880.6%
+866.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.5% | 0.0% |
| 7D | -3.1% | -0.4% | -2.6% | -3.0% |
| 30D | -8.6% | +2.1% | -10.6% | -9.0% |
| 3M | -17.7% | +29.5% | -47.2% | -22.4% |
| 6M | +36.4% | +53.8% | -17.4% | +24.3% |
| YTD | +74.5% | +42.8% | +31.7% | +60.9% |
| 1Y | +159.4% | +60.7% | +98.7% | +133.5% |
| 3Y | +361.6% | +83.9% | +277.7% | +283.4% |
| 5Y | +425.2% | -52.8% | +478.1% | +400.2% |
| All | +1,746.6% | +880.6% | +866.0% | +1,273.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 ROKU 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