+179.1%
LRCX vs SM
+51.5%
+127.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.5% | -6.2% | -5.5% |
| 7D | +1.8% | +2.1% | -0.3% | +2.4% |
| 30D | -4.3% | +18.1% | -22.4% | -0.1% |
| 3M | -7.3% | +17.0% | -24.3% | -1.5% |
| 6M | +38.6% | +55.4% | -16.9% | +54.3% |
| YTD | +74.4% | +108.6% | -34.1% | +101.1% |
| 1Y | +179.1% | +45.7% | +133.5% | +232.7% |
| All | +179.1% | +51.5% | +127.6% | +232.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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