+208.1%
LRCX vs S
+10.1%
+197.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.4% | +4.7% | +5.1% |
| 7D | +1.9% | -7.7% | +9.6% | +2.5% |
| 30D | +0.1% | -5.3% | +5.4% | +0.6% |
| 3M | -8.5% | +20.3% | -28.8% | -8.3% |
| 6M | +38.1% | +47.4% | -9.3% | +35.3% |
| YTD | +80.1% | +32.5% | +47.5% | +80.8% |
| 1Y | +208.1% | +9.5% | +198.5% | +233.3% |
| All | +208.1% | +10.1% | +197.9% | +233.3% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 1y: compounded portfolio wealth divided by compounded S 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…
1y analysis · Full analysis span regression · 6 months rolling