+2,290.3%
LRCX vs SEI
+647.2%
+1,643.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.8% | -7.2% | -3.0% |
| 7D | +9.5% | +28.2% | -18.7% | +2.3% |
| 30D | +3.1% | +15.5% | -12.4% | -1.2% |
| 3M | -3.4% | -1.4% | -2.0% | -3.0% |
| 6M | +49.7% | +37.4% | +12.3% | +38.4% |
| YTD | +84.9% | +47.8% | +37.0% | +68.0% |
| 1Y | +200.8% | +174.3% | +26.5% | +137.9% |
| 3Y | +385.1% | +598.5% | -213.4% | +178.6% |
| 5Y | +460.5% | +1,026.2% | -565.7% | +163.7% |
| All | +2,290.3% | +647.2% | +1,643.1% | +1,012.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling