+159.4%
LRCX vs SCHW
+17.7%
+141.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | -3.1% | -1.9% | -1.2% | -3.2% |
| 30D | -8.6% | -1.6% | -6.9% | -8.6% |
| 3M | -17.7% | +21.3% | -38.9% | -18.8% |
| 6M | +36.4% | +16.5% | +19.9% | +36.0% |
| YTD | +74.5% | +8.4% | +66.1% | +78.2% |
| 1Y | +159.4% | +15.6% | +143.8% | +158.0% |
| All | +159.4% | +17.7% | +141.7% | +158.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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