+361.6%
LRCX vs RUN
-39.0%
+400.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.2% |
| 7D | -3.1% | -3.7% | +0.6% | -2.6% |
| 30D | -8.6% | -13.0% | +4.5% | -7.2% |
| 3M | -17.7% | -31.8% | +14.1% | -14.3% |
| 6M | +36.4% | -32.2% | +68.6% | +41.9% |
| YTD | +74.5% | -53.5% | +128.0% | +85.2% |
| 1Y | +159.4% | -46.5% | +206.0% | +171.7% |
| 3Y | +361.6% | -37.6% | +399.2% | +325.5% |
| All | +361.6% | -39.0% | +400.6% | +325.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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