+54,114.3%
LRCX vs RSG
+1,999.8%
+52,114.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -5.4% |
| 7D | +1.8% | -1.8% | +3.6% | +2.5% |
| 30D | -4.3% | +2.8% | -7.1% | -5.5% |
| 3M | -7.3% | +4.3% | -11.6% | -10.1% |
| 6M | +38.6% | -0.5% | +39.1% | +35.8% |
| YTD | +74.4% | +5.2% | +69.2% | +66.5% |
| 1Y | +179.1% | -2.1% | +181.3% | +172.9% |
| 3Y | +357.7% | +56.5% | +301.2% | +262.4% |
| 5Y | +424.9% | +89.5% | +335.4% | +281.9% |
| 10Y | +3,642.4% | +424.8% | +3,217.6% | +1,765.0% |
| All | +54,114.3% | +1,999.8% | +52,114.5% | +16,039.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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