+1,533.9%
LRCX vs SE
+562.7%
+971.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.7% | -5.4% |
| 7D | +1.8% | -4.8% | +6.6% | +3.2% |
| 30D | -4.3% | -18.1% | +13.8% | +0.8% |
| 3M | -7.3% | +30.6% | -38.0% | -15.3% |
| 6M | +38.6% | +20.8% | +17.8% | +28.6% |
| YTD | +74.4% | -15.6% | +90.0% | +77.8% |
| 1Y | +179.1% | -44.2% | +223.3% | +218.2% |
| 3Y | +357.7% | +181.5% | +176.1% | +222.9% |
| 5Y | +424.9% | -66.9% | +491.8% | +487.5% |
| All | +1,533.9% | +562.7% | +971.2% | +739.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 10y: compounded portfolio wealth divided by compounded SE 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…
10y analysis · Full analysis span regression · 6 months rolling