+416.0%
LRCX vs SGOV
+20.2%
+395.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.2% |
| 7D | -3.1% | 0.0% | -3.1% | -2.7% |
| 30D | -8.6% | +0.3% | -8.9% | -6.3% |
| 3M | -17.7% | +0.9% | -18.6% | -12.3% |
| 6M | +36.4% | +1.8% | +34.5% | +49.8% |
| YTD | +74.5% | +2.5% | +72.0% | +94.0% |
| 1Y | +159.4% | +3.8% | +155.7% | +191.2% |
| 3Y | +361.6% | +14.4% | +347.2% | +213.0% |
| All | +416.0% | +20.2% | +395.9% | +410.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling