+2,664.2%
LRCX vs RY
+355.6%
+2,308.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.6% | +5.5% | +5.5% |
| 7D | +6.5% | -3.0% | +9.5% | +10.3% |
| 30D | -23.8% | +6.3% | -30.1% | -28.2% |
| 3M | -24.2% | -2.6% | -21.6% | -22.2% |
| 6M | -20.2% | +13.9% | -34.1% | -29.8% |
| YTD | +38.2% | +21.7% | +16.5% | +14.5% |
| 1Y | +48.9% | +40.4% | +8.4% | +7.3% |
| 3Y | +252.8% | +161.3% | +91.5% | +36.1% |
| 5Y | +304.3% | +126.5% | +177.9% | +80.4% |
| 10Y | +2,664.2% | +354.3% | +2,309.9% | +648.7% |
| All | +2,664.2% | +355.6% | +2,308.6% | +648.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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