+416.0%
LRCX vs ROKU
-52.4%
+468.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.5% | -0.1% |
| 7D | -3.1% | -0.4% | -2.6% | -3.0% |
| 30D | -8.6% | +2.1% | -10.6% | -9.1% |
| 3M | -17.7% | +29.5% | -47.2% | -23.5% |
| 6M | +36.4% | +53.8% | -17.4% | +21.2% |
| YTD | +74.5% | +42.8% | +31.7% | +57.4% |
| 1Y | +159.4% | +60.7% | +98.7% | +127.1% |
| 3Y | +361.6% | +83.9% | +277.7% | +263.9% |
| All | +416.0% | -52.4% | +468.5% | +342.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling