+460.5%
LRCX vs S
-71.9%
+532.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | +9.5% | -1.2% | +10.8% | +9.9% |
| 30D | +3.1% | -12.6% | +15.6% | +6.4% |
| 3M | -3.4% | +27.6% | -31.0% | -10.4% |
| 6M | +49.7% | +35.5% | +14.2% | +34.5% |
| YTD | +84.9% | +29.6% | +55.3% | +66.9% |
| 1Y | +200.8% | +8.1% | +192.7% | +184.5% |
| 3Y | +385.1% | +14.8% | +370.3% | +335.1% |
| 5Y | +460.5% | -70.6% | +531.1% | +493.5% |
| All | +460.5% | -71.9% | +532.4% | +493.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling