+388.9%
LRCX vs RRC
+31.0%
+357.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.4% |
| 7D | +9.5% | -1.7% | +11.3% | +9.9% |
| 30D | +3.1% | +3.6% | -0.5% | +2.2% |
| 3M | -3.4% | +8.8% | -12.2% | -5.9% |
| 6M | +49.7% | +0.8% | +48.9% | +47.8% |
| YTD | +84.9% | +19.0% | +65.9% | +71.4% |
| 1Y | +200.8% | +22.9% | +177.9% | +172.5% |
| All | +388.9% | +31.0% | +357.8% | +331.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 3y: compounded portfolio wealth divided by compounded RRC 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…
3y analysis · Full analysis span regression · 6 months rolling