+3,549.0%
LRCX vs SIRI
-10.2%
+3,559.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.9% | -0.2% |
| 7D | -3.1% | +0.6% | -3.6% | -3.3% |
| 30D | -8.6% | +2.5% | -11.0% | -9.5% |
| 3M | -17.7% | +6.6% | -24.3% | -20.5% |
| 6M | +36.4% | +32.9% | +3.5% | +21.6% |
| YTD | +74.5% | +50.5% | +24.1% | +48.0% |
| 1Y | +159.4% | +28.0% | +131.5% | +132.1% |
| 3Y | +361.6% | -22.4% | +384.0% | +360.3% |
| 5Y | +425.2% | -41.3% | +466.5% | +430.1% |
| All | +3,549.0% | -10.2% | +3,559.2% | +2,845.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling