+460.5%
LRCX vs RSP
+50.2%
+410.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.5% | +0.3% |
| 7D | +9.5% | -1.8% | +11.4% | +12.9% |
| 30D | +3.1% | -2.5% | +5.6% | +7.5% |
| 3M | -3.4% | +3.0% | -6.4% | -8.5% |
| 6M | +49.7% | +8.9% | +40.8% | +30.0% |
| YTD | +84.9% | +13.0% | +71.9% | +51.6% |
| 1Y | +200.8% | +16.2% | +184.6% | +136.6% |
| 3Y | +385.1% | +52.7% | +332.4% | +148.9% |
| 5Y | +460.5% | +50.5% | +410.0% | +212.3% |
| All | +460.5% | +50.2% | +410.3% | +212.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 5y: compounded portfolio wealth divided by compounded RSP 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…
5y analysis · Full analysis span regression · 6 months rolling