+42.8%
LRCX vs SIRI
+59.9%
-17.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +8.4% | -12.5% | -3.0% |
| 7D | -12.8% | +22.3% | -35.0% | -10.9% |
| 30D | -36.0% | +26.9% | -62.9% | -34.4% |
| 3M | -30.2% | +9.6% | -39.8% | -28.7% |
| 6M | -14.2% | +27.2% | -41.4% | -15.5% |
| YTD | +29.7% | +72.4% | -42.7% | +18.7% |
| 1Y | +42.8% | +59.9% | -17.1% | +35.4% |
| All | +42.8% | +59.9% | -17.1% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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