+460.5%
LRCX vs SE
-66.7%
+527.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.6% | -0.4% |
| 7D | +9.5% | -3.6% | +13.2% | +10.6% |
| 30D | +3.1% | -5.3% | +8.4% | +4.0% |
| 3M | -3.4% | +28.1% | -31.5% | -10.9% |
| 6M | +49.7% | +20.7% | +29.0% | +39.3% |
| YTD | +84.9% | -14.8% | +99.6% | +88.0% |
| 1Y | +200.8% | -43.6% | +244.4% | +240.5% |
| 3Y | +385.1% | +184.2% | +200.8% | +253.3% |
| 5Y | +460.5% | -66.3% | +526.8% | +462.1% |
| All | +460.5% | -66.7% | +527.2% | +462.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling