+416.0%
LRCX vs SIRI
-41.5%
+457.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.9% | -0.1% |
| 7D | -3.1% | +0.6% | -3.6% | -3.2% |
| 30D | -8.6% | +2.5% | -11.0% | -9.1% |
| 3M | -17.7% | +6.6% | -24.3% | -19.5% |
| 6M | +36.4% | +32.9% | +3.5% | +27.0% |
| YTD | +74.5% | +50.5% | +24.1% | +57.6% |
| 1Y | +159.4% | +28.0% | +131.5% | +142.2% |
| 3Y | +361.6% | -22.4% | +384.0% | +351.9% |
| All | +416.0% | -41.5% | +457.5% | +471.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling