+18,985.6%
LRCX vs RY
+11,573.6%
+7,411.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.7% | +5.8% | +5.6% |
| 7D | +1.9% | +3.1% | -1.2% | -0.4% |
| 30D | +0.1% | -0.3% | +0.4% | +0.4% |
| 3M | -8.5% | +8.7% | -17.1% | -13.5% |
| 6M | +38.1% | +28.5% | +9.5% | +16.4% |
| YTD | +80.1% | +25.1% | +55.0% | +54.9% |
| 1Y | +208.1% | +46.3% | +161.8% | +137.8% |
| 3Y | +350.2% | +154.9% | +195.3% | +134.3% |
| 5Y | +430.7% | +140.3% | +290.4% | +191.2% |
| 10Y | +3,633.2% | +377.0% | +3,256.2% | +1,226.2% |
| All | +18,985.6% | +11,573.6% | +7,411.9% | +1,158.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling