+398.1%
LRCX vs S
-56.8%
+454.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.4% | +4.7% | +5.0% |
| 7D | +1.9% | -7.7% | +9.6% | +4.0% |
| 30D | +0.1% | -5.3% | +5.4% | +1.1% |
| 3M | -8.5% | +20.3% | -28.8% | -13.5% |
| 6M | +38.1% | +47.4% | -9.3% | +21.8% |
| YTD | +80.1% | +32.5% | +47.5% | +62.5% |
| 1Y | +208.1% | +9.5% | +198.5% | +191.3% |
| 3Y | +350.2% | +15.5% | +334.7% | +306.3% |
| 5Y | +430.7% | -71.2% | +501.9% | +447.2% |
| All | +398.1% | -56.8% | +454.8% | +402.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling