+208.1%
LRCX vs SPOT
-21.9%
+229.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.2% | +8.3% | +4.7% |
| 7D | +1.9% | -0.9% | +2.8% | +1.8% |
| 30D | +0.1% | +12.5% | -12.4% | +1.7% |
| 3M | -8.5% | +9.9% | -18.4% | -6.7% |
| 6M | +38.1% | +1.6% | +36.5% | +41.1% |
| YTD | +80.1% | -6.6% | +86.7% | +89.1% |
| 1Y | +208.1% | -22.9% | +231.0% | +233.2% |
| All | +208.1% | -21.9% | +229.9% | +233.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 1y: compounded portfolio wealth divided by compounded SPOT 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…
1y analysis · Full analysis span regression · 6 months rolling