+280,910.8%
LRCX vs RRX
+3,748.6%
+277,162.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.9% | -3.7% | -4.7% |
| 7D | +1.8% | -3.7% | +5.6% | +3.8% |
| 30D | -4.3% | -9.3% | +5.0% | +0.5% |
| 3M | -7.3% | -21.8% | +14.5% | +5.5% |
| 6M | +38.6% | -22.0% | +60.6% | +58.1% |
| YTD | +74.4% | +11.9% | +62.5% | +65.9% |
| 1Y | +179.1% | +11.6% | +167.5% | +165.2% |
| 3Y | +357.7% | +2.2% | +355.5% | +333.4% |
| 5Y | +424.9% | +14.9% | +410.0% | +364.4% |
| 10Y | +3,642.4% | +214.2% | +3,428.1% | +1,954.7% |
| All | +280,910.8% | +3,748.6% | +277,162.2% | +72,640.8% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling