+159.4%
LRCX vs SMR
-75.4%
+234.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -15.7% | +15.7% | +4.5% |
| 7D | -3.1% | -11.2% | +8.2% | -0.4% |
| 30D | -8.6% | -10.2% | +1.7% | -6.7% |
| 3M | -17.7% | -10.0% | -7.6% | -16.7% |
| 6M | +36.4% | -30.5% | +66.8% | +44.2% |
| YTD | +74.5% | -39.2% | +113.8% | +87.4% |
| 1Y | +159.4% | -75.5% | +235.0% | +222.3% |
| All | +159.4% | -75.4% | +234.9% | +222.3% |
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