+42.8%
LRCX vs SIMO
+94.5%
-51.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -9.6% | +5.6% | -0.2% |
| 7D | -12.8% | -16.9% | +4.1% | -6.3% |
| 30D | -36.0% | -35.4% | -0.6% | -24.4% |
| 3M | -30.2% | -31.9% | +1.6% | -20.5% |
| 6M | -14.2% | -19.3% | +5.1% | -4.0% |
| YTD | +29.7% | +98.5% | -68.7% | +1.2% |
| 1Y | +42.8% | +100.5% | -57.7% | +9.5% |
| All | +42.8% | +94.5% | -51.7% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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