+5,543.4%
LRCX vs SLV
+249.8%
+5,293.6%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.4% | -0.1% |
| 7D | +26.2% | -3.9% | +30.1% | +27.4% |
| 30D | -22.4% | -15.6% | -6.7% | -19.1% |
| 3M | -28.2% | -23.6% | -4.6% | -23.6% |
| 6M | -19.0% | -42.6% | +23.5% | -8.1% |
| YTD | +37.0% | -30.0% | +66.9% | +45.3% |
| 1Y | +45.5% | -6.6% | +52.1% | +44.5% |
| 3Y | +249.7% | +121.8% | +127.8% | +188.0% |
| 5Y | +293.9% | +92.7% | +201.2% | +229.3% |
| 10Y | +2,639.6% | +174.0% | +2,465.7% | +1,996.0% |
| All | +5,543.4% | +249.8% | +5,293.6% | +3,254.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 all: compounded portfolio wealth divided by compounded SLV 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…
all analysis · Full analysis span regression · 6 months rolling