+424.9%
LRCX vs SIMO
+287.2%
+137.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.5% | -1.2% | -3.7% |
| 7D | +1.8% | +12.5% | -10.7% | -3.3% |
| 30D | -4.3% | +18.4% | -22.7% | -11.7% |
| 3M | -7.3% | +5.6% | -12.9% | -9.9% |
| 6M | +38.6% | +116.9% | -78.4% | -5.2% |
| YTD | +74.4% | +188.4% | -114.0% | +1.9% |
| 1Y | +179.1% | +221.3% | -42.2% | +55.4% |
| 3Y | +357.7% | +438.6% | -80.9% | +103.3% |
| 5Y | +424.9% | +287.9% | +137.0% | +172.7% |
| All | +424.9% | +287.2% | +137.7% | +172.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling