+416.0%
LRCX vs SCCO
+303.5%
+112.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | -3.1% | -2.7% | -0.4% | -1.6% |
| 30D | -8.6% | -0.7% | -7.8% | -8.7% |
| 3M | -17.7% | +8.1% | -25.8% | -21.5% |
| 6M | +36.4% | +4.1% | +32.2% | +32.5% |
| YTD | +74.5% | +41.1% | +33.4% | +43.6% |
| 1Y | +159.4% | +95.6% | +63.9% | +80.6% |
| 3Y | +361.6% | +179.3% | +182.3% | +163.6% |
| All | +416.0% | +303.5% | +112.5% | +133.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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