+290,000.9%
LRCX vs RVTY
+2,416.7%
+287,584.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.3% |
| 7D | +1.9% | +1.1% | +0.8% | +1.3% |
| 30D | +0.1% | +13.2% | -13.1% | -5.9% |
| 3M | -8.5% | +27.2% | -35.7% | -19.0% |
| 6M | +38.1% | +32.4% | +5.7% | +19.8% |
| YTD | +80.1% | +34.9% | +45.2% | +53.7% |
| 1Y | +208.1% | +52.4% | +155.7% | +147.3% |
| 3Y | +350.2% | +12.3% | +337.9% | +301.5% |
| 5Y | +430.7% | -30.8% | +461.5% | +490.4% |
| 10Y | +3,633.2% | +150.7% | +3,482.5% | +2,224.8% |
| All | +290,000.9% | +2,416.7% | +287,584.2% | +61,357.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling