+424.9%
LRCX vs RUN
-81.3%
+506.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.9% | -3.7% | -5.3% |
| 7D | +1.8% | -3.4% | +5.2% | +2.4% |
| 30D | -4.3% | -14.0% | +9.7% | -2.2% |
| 3M | -7.3% | -27.5% | +20.2% | -2.9% |
| 6M | +38.6% | -29.0% | +67.5% | +45.4% |
| YTD | +74.4% | -53.1% | +127.5% | +90.0% |
| 1Y | +179.1% | -46.7% | +225.8% | +196.8% |
| 3Y | +357.7% | -38.3% | +396.0% | +295.3% |
| 5Y | +424.9% | -80.7% | +505.6% | +405.6% |
| All | +424.9% | -81.3% | +506.1% | +405.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling