+290,000.9%
LRCX vs SPGI
+14,090.3%
+275,910.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.6% | +6.7% | +6.0% |
| 7D | +1.9% | +0.1% | +1.8% | +1.7% |
| 30D | +0.1% | +8.4% | -8.3% | -4.9% |
| 3M | -8.5% | +11.8% | -20.3% | -16.9% |
| 6M | +38.1% | +5.7% | +32.4% | +28.2% |
| YTD | +80.1% | -9.7% | +89.7% | +80.8% |
| 1Y | +208.1% | -12.5% | +220.5% | +212.2% |
| 3Y | +350.2% | +21.8% | +328.4% | +273.9% |
| 5Y | +430.7% | +8.2% | +422.5% | +374.6% |
| 10Y | +3,633.2% | +309.5% | +3,323.7% | +1,502.5% |
| All | +290,000.9% | +14,090.3% | +275,910.6% | +10,789.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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