+392.1%
LRCX vs S
+13.8%
+378.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.3% | +6.4% | +4.7% |
| 7D | +10.4% | -5.8% | +16.2% | +12.1% |
| 30D | +2.9% | -9.2% | +12.1% | +5.1% |
| 3M | -1.2% | +23.4% | -24.5% | -7.4% |
| 6M | +60.9% | +36.9% | +23.9% | +44.0% |
| YTD | +87.5% | +29.5% | +58.0% | +69.6% |
| 1Y | +206.6% | +5.4% | +201.2% | +195.3% |
| 3Y | +392.1% | +14.7% | +377.4% | +359.4% |
| All | +392.1% | +13.8% | +378.3% | +359.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling