+3,866.3%
LRCX vs RY
+372.5%
+3,493.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -0.4% |
| 7D | +9.5% | -0.5% | +10.1% | +10.0% |
| 30D | +3.1% | -1.9% | +5.0% | +5.1% |
| 3M | -3.4% | +5.1% | -8.5% | -7.9% |
| 6M | +49.7% | +28.2% | +21.5% | +17.8% |
| YTD | +84.9% | +22.9% | +62.0% | +51.8% |
| 1Y | +200.8% | +45.5% | +155.4% | +110.0% |
| 3Y | +385.1% | +156.7% | +228.4% | +90.3% |
| 5Y | +460.5% | +137.7% | +322.8% | +138.7% |
| 10Y | +3,866.3% | +375.5% | +3,490.7% | +879.6% |
| All | +3,866.3% | +372.5% | +3,493.7% | +879.6% |
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