+45.5%
LRCX vs SIMO
+92.3%
-46.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | +0.1% |
| 7D | +26.2% | +14.9% | +11.4% | +19.2% |
| 30D | -22.4% | -27.0% | +4.6% | -12.0% |
| 3M | -28.2% | -25.4% | -2.9% | -20.1% |
| 6M | -19.0% | -30.3% | +11.2% | -6.3% |
| YTD | +37.0% | +95.8% | -58.8% | +10.6% |
| 1Y | +45.5% | +100.0% | -54.5% | +14.3% |
| All | +45.5% | +92.3% | -46.8% | +14.3% |
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