+42.8%
LRCX vs SMR
-87.0%
+129.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.5% | +0.4% | -2.6% |
| 7D | -12.8% | -9.5% | -3.2% | -9.9% |
| 30D | -36.0% | -33.2% | -2.8% | -27.7% |
| 3M | -30.2% | -45.9% | +15.7% | -17.6% |
| 6M | -14.2% | -57.9% | +43.7% | +6.9% |
| YTD | +29.7% | -63.8% | +93.5% | +61.8% |
| 1Y | +42.8% | -85.6% | +128.4% | +129.0% |
| All | +42.8% | -87.0% | +129.8% | +129.0% |
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