+3,549.0%
LRCX vs SNY
+64.5%
+3,484.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | -3.1% | -3.3% | +0.3% | -1.9% |
| 30D | -8.6% | -2.2% | -6.4% | -8.0% |
| 3M | -17.7% | -3.0% | -14.6% | -17.6% |
| 6M | +36.4% | +2.7% | +33.6% | +33.0% |
| YTD | +74.5% | -6.8% | +81.4% | +76.6% |
| 1Y | +159.4% | -5.3% | +164.7% | +159.9% |
| 3Y | +361.6% | -9.8% | +371.4% | +355.3% |
| 5Y | +425.2% | +9.7% | +415.6% | +347.9% |
| All | +3,549.0% | +64.5% | +3,484.5% | +2,555.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 10y: compounded portfolio wealth divided by compounded SNY 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…
10y analysis · Full analysis span regression · 6 months rolling