+3,549.0%
LRCX vs SPMO
+517.6%
+3,031.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.5% | -0.7% |
| 7D | -3.1% | -0.9% | -2.1% | -1.6% |
| 30D | -8.6% | -1.9% | -6.6% | -5.4% |
| 3M | -17.7% | -1.4% | -16.3% | -12.6% |
| 6M | +36.4% | +25.5% | +10.9% | +4.8% |
| YTD | +74.5% | +24.8% | +49.7% | +36.3% |
| 1Y | +159.4% | +24.5% | +135.0% | +105.5% |
| 3Y | +361.6% | +157.1% | +204.4% | +41.2% |
| 5Y | +425.2% | +149.5% | +275.7% | +71.5% |
| All | +3,549.0% | +517.6% | +3,031.4% | +468.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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