+5,092.3%
LRCX vs SPMO
+562.6%
+4,529.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.8% | -3.8% | -2.9% |
| 7D | +1.8% | +0.1% | +1.7% | +1.9% |
| 30D | -4.3% | -0.7% | -3.6% | -2.8% |
| 3M | -7.3% | +2.8% | -10.2% | -6.9% |
| 6M | +38.6% | +24.4% | +14.1% | +8.5% |
| YTD | +74.4% | +24.2% | +50.2% | +38.2% |
| 1Y | +179.1% | +24.5% | +154.6% | +122.8% |
| 3Y | +357.7% | +155.6% | +202.1% | +46.2% |
| 5Y | +424.9% | +148.2% | +276.7% | +78.7% |
| 10Y | +3,642.4% | +514.8% | +3,127.6% | +518.9% |
| All | +5,092.3% | +562.6% | +4,529.7% | +740.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling