+208.1%
LRCX vs RRX
+14.9%
+193.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +5.0% | +5.0% |
| 7D | +1.9% | +3.4% | -1.5% | -0.6% |
| 30D | +0.1% | -11.1% | +11.2% | +9.0% |
| 3M | -8.5% | -23.7% | +15.2% | +11.7% |
| 6M | +38.1% | -22.0% | +60.1% | +63.9% |
| YTD | +80.1% | +16.5% | +63.6% | +70.2% |
| 1Y | +208.1% | +11.5% | +196.5% | +204.6% |
| All | +208.1% | +14.9% | +193.2% | +204.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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