+208.1%
LRCX vs ROL
-35.4%
+243.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.4% | +4.7% | +5.2% |
| 7D | +1.9% | -1.4% | +3.3% | +1.5% |
| 30D | +0.1% | -4.1% | +4.2% | -1.0% |
| 3M | -8.5% | -22.5% | +14.0% | -12.8% |
| 6M | +38.1% | -37.7% | +75.7% | +31.5% |
| YTD | +80.1% | -39.6% | +119.6% | +74.0% |
| 1Y | +208.1% | -36.0% | +244.1% | +202.5% |
| All | +208.1% | -35.4% | +243.5% | +202.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 1y: compounded portfolio wealth divided by compounded ROL 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…
1y analysis · Full analysis span regression · 6 months rolling