+2,156.9%
LRCX vs SEI
+644.4%
+1,512.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.1% | -5.0% | -1.3% |
| 7D | -3.1% | +22.6% | -25.6% | -8.4% |
| 30D | -8.6% | +9.1% | -17.6% | -11.1% |
| 3M | -17.7% | -11.3% | -6.3% | -15.4% |
| 6M | +36.4% | +22.0% | +14.3% | +29.7% |
| YTD | +74.5% | +47.3% | +27.3% | +58.8% |
| 1Y | +159.4% | +124.8% | +34.7% | +114.5% |
| 3Y | +361.6% | +591.3% | -229.7% | +165.8% |
| 5Y | +425.2% | +1,008.2% | -583.0% | +148.2% |
| All | +2,156.9% | +644.4% | +1,512.5% | +951.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling