+42.8%
LRCX vs SEI
+18.6%
+24.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -16.9% | +12.9% | +4.8% |
| 7D | -12.8% | -16.4% | +3.7% | -5.2% |
| 30D | -36.0% | -22.9% | -13.1% | -28.3% |
| 3M | -30.2% | -0.3% | -29.9% | -33.9% |
| 6M | -14.2% | -22.3% | +8.1% | -6.8% |
| YTD | +29.7% | +26.2% | +3.6% | +8.8% |
| 1Y | +42.8% | +8.2% | +34.6% | +25.2% |
| All | +42.8% | +18.6% | +24.2% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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