+208.1%
LRCX vs SMR
-76.3%
+284.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +5.3% |
| 7D | +1.9% | +4.4% | -2.5% | +0.6% |
| 30D | +0.1% | +3.4% | -3.3% | -1.5% |
| 3M | -8.5% | -19.2% | +10.7% | -4.7% |
| 6M | +38.1% | -22.6% | +60.7% | +42.6% |
| YTD | +80.1% | -31.5% | +111.6% | +88.3% |
| 1Y | +208.1% | -73.1% | +281.1% | +278.0% |
| All | +208.1% | -76.3% | +284.3% | +278.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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