+286.2%
LRCX vs SIMO
+171.3%
+114.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.3% |
| 7D | -3.6% | -16.0% | +12.4% | +4.8% |
| 30D | -30.3% | -35.8% | +5.5% | -15.2% |
| 3M | -27.3% | -26.5% | -0.9% | -17.9% |
| 6M | -24.2% | -33.0% | +8.8% | -10.8% |
| YTD | +30.3% | +84.3% | -54.0% | -8.0% |
| 1Y | +34.3% | +82.0% | -47.7% | -4.5% |
| 3Y | +232.6% | +218.5% | +14.2% | +83.1% |
| 5Y | +286.2% | +175.0% | +111.2% | +126.6% |
| All | +286.2% | +171.3% | +114.9% | +126.6% |
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