+280,910.8%
LRCX vs SCHW
+52,067.9%
+228,842.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.4% | -6.0% |
| 7D | +1.8% | -2.8% | +4.6% | +3.0% |
| 30D | -4.3% | -0.1% | -4.3% | -4.5% |
| 3M | -7.3% | +20.6% | -27.9% | -15.8% |
| 6M | +38.6% | +15.9% | +22.6% | +27.3% |
| YTD | +74.4% | +8.5% | +65.9% | +64.6% |
| 1Y | +179.1% | +17.8% | +161.3% | +153.8% |
| 3Y | +357.7% | +88.5% | +269.1% | +232.7% |
| 5Y | +424.9% | +60.6% | +364.2% | +293.9% |
| 10Y | +3,642.4% | +298.0% | +3,344.3% | +1,707.1% |
| All | +280,910.8% | +52,067.9% | +228,842.9% | +13,185.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling