+290,000.9%
LRCX vs ROL
+9,030.3%
+280,970.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.4% | +4.7% | +4.9% |
| 7D | +1.9% | -1.4% | +3.3% | +2.7% |
| 30D | +0.1% | -4.1% | +4.2% | +2.1% |
| 3M | -8.5% | -22.5% | +14.0% | +2.9% |
| 6M | +38.1% | -37.7% | +75.7% | +74.4% |
| YTD | +80.1% | -39.6% | +119.6% | +129.8% |
| 1Y | +208.1% | -36.0% | +244.1% | +277.0% |
| 3Y | +350.2% | -5.1% | +355.4% | +327.6% |
| 5Y | +430.7% | -3.4% | +434.0% | +381.5% |
| 10Y | +3,633.2% | +215.2% | +3,418.0% | +1,539.1% |
| All | +290,000.9% | +9,030.3% | +280,970.6% | +16,719.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling