+979.1%
LRCX vs SGOV
+20.3%
+958.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | 0.0% | -8.3% | -8.2% |
| 7D | -11.1% | +0.1% | -11.2% | -10.7% |
| 30D | -17.7% | +0.3% | -18.0% | -16.0% |
| 3M | -25.4% | +0.9% | -26.3% | -20.8% |
| 6M | +29.0% | +1.8% | +27.2% | +41.6% |
| YTD | +60.1% | +2.5% | +57.5% | +78.9% |
| 1Y | +135.1% | +3.8% | +131.4% | +169.6% |
| 3Y | +326.7% | +14.3% | +312.4% | +300.5% |
| 5Y | +377.4% | +20.2% | +357.2% | +533.2% |
| All | +979.1% | +20.3% | +958.8% | +1,287.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 SGOV 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