+2,520.1%
LRCX vs RVTY
+211.6%
+2,308.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.7% | -2.4% |
| 7D | +12.7% | -0.5% | +13.2% | +13.2% |
| 30D | -21.3% | +1.5% | -22.8% | -21.6% |
| 3M | -32.9% | +31.5% | -64.3% | -43.6% |
| 6M | -23.4% | +62.7% | -86.1% | -44.2% |
| YTD | +32.4% | +60.0% | -27.6% | -4.0% |
| 1Y | +48.0% | +65.7% | -17.7% | +4.5% |
| 3Y | +243.9% | +85.2% | +158.7% | +111.9% |
| 5Y | +280.6% | -14.9% | +295.5% | +295.6% |
| All | +2,520.1% | +211.6% | +2,308.5% | +944.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling