+83,583.0%
LRCX vs SM
+1,608.3%
+81,974.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.5% | +7.6% | +5.5% |
| 7D | +1.9% | +0.1% | +1.8% | +1.8% |
| 30D | +0.1% | +26.3% | -26.2% | -4.0% |
| 3M | -8.5% | +8.7% | -17.2% | -10.7% |
| 6M | +38.1% | +51.7% | -13.6% | +25.4% |
| YTD | +80.1% | +99.0% | -19.0% | +55.2% |
| 1Y | +208.1% | +34.6% | +173.5% | +182.1% |
| 3Y | +350.2% | -7.8% | +358.0% | +331.2% |
| 5Y | +430.7% | +104.8% | +325.9% | +328.5% |
| 10Y | +3,633.2% | +7.2% | +3,626.0% | +2,222.2% |
| All | +83,583.0% | +1,608.3% | +81,974.7% | +26,418.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling