+1,855.7%
LRCX vs ROKU
+867.7%
+987.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.1% | -1.1% |
| 7D | +9.5% | -3.0% | +12.6% | +10.2% |
| 30D | +3.1% | +0.7% | +2.4% | +2.9% |
| 3M | -3.4% | +26.5% | -29.8% | -8.4% |
| 6M | +49.7% | +52.6% | -3.0% | +36.6% |
| YTD | +84.9% | +40.9% | +43.9% | +70.9% |
| 1Y | +200.8% | +57.6% | +143.2% | +171.9% |
| 3Y | +385.1% | +83.2% | +301.9% | +303.4% |
| 5Y | +460.5% | -54.8% | +515.3% | +437.9% |
| All | +1,855.7% | +867.7% | +987.9% | +1,358.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling