+478.1%
LRCX vs SMR
+1.6%
+476.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.6% | -0.1% | -4.9% |
| 7D | +1.8% | +4.7% | -2.9% | +1.1% |
| 30D | -4.3% | +3.2% | -7.5% | -5.0% |
| 3M | -7.3% | +9.9% | -17.2% | -8.7% |
| 6M | +38.6% | -15.1% | +53.7% | +39.6% |
| YTD | +74.4% | -27.9% | +102.4% | +77.9% |
| 1Y | +179.1% | -70.2% | +249.4% | +206.1% |
| 3Y | +357.7% | +72.5% | +285.2% | +315.1% |
| All | +478.1% | +1.6% | +476.5% | +453.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling