+159.4%
LRCX vs SIMO
+239.1%
-79.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +7.2% | -7.2% | -2.8% |
| 7D | -3.1% | +11.0% | -14.1% | -7.1% |
| 30D | -8.6% | +17.9% | -26.4% | -14.9% |
| 3M | -17.7% | +3.9% | -21.6% | -19.5% |
| 6M | +36.4% | +131.0% | -94.7% | +2.5% |
| YTD | +74.5% | +209.3% | -134.8% | +6.7% |
| 1Y | +159.4% | +223.8% | -64.3% | +52.1% |
| All | +159.4% | +239.1% | -79.6% | +52.1% |
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