+302,042.5%
LRCX vs SMTC
+69,284.5%
+232,758.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +10.0% | -5.8% | +0.8% |
| 7D | +10.4% | +22.9% | -12.5% | +2.9% |
| 30D | +2.9% | +16.6% | -13.7% | -3.1% |
| 3M | -1.2% | +2.4% | -3.6% | -2.2% |
| 6M | +60.9% | +98.3% | -37.4% | +26.3% |
| YTD | +87.5% | +120.7% | -33.1% | +42.4% |
| 1Y | +206.6% | +168.3% | +38.4% | +117.0% |
| 3Y | +392.1% | +571.7% | -179.6% | +123.2% |
| 5Y | +478.4% | +114.0% | +364.4% | +274.6% |
| 10Y | +3,821.0% | +497.0% | +3,324.0% | +1,751.7% |
| All | +302,042.5% | +69,284.5% | +232,758.0% | +115,708.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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