+3,866.3%
LRCX vs SIMO
+548.4%
+3,317.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.5% | -2.4% |
| 7D | +9.5% | +14.5% | -5.0% | +2.7% |
| 30D | +3.1% | +20.4% | -17.3% | -6.2% |
| 3M | -3.4% | +7.1% | -10.5% | -7.3% |
| 6M | +49.7% | +129.2% | -79.6% | -5.1% |
| YTD | +84.9% | +201.9% | -117.1% | -0.1% |
| 1Y | +200.8% | +235.5% | -34.7% | +54.7% |
| 3Y | +385.1% | +463.8% | -78.8% | +92.5% |
| 5Y | +460.5% | +306.7% | +153.8% | +139.2% |
| 10Y | +3,866.3% | +579.5% | +3,286.8% | +1,054.2% |
| All | +3,866.3% | +548.4% | +3,317.9% | +1,054.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling