+179.1%
LRCX vs SPOT
-27.6%
+206.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.4% | -5.7% |
| 7D | +1.8% | -6.9% | +8.7% | +0.8% |
| 30D | -4.3% | +4.1% | -8.4% | -3.7% |
| 3M | -7.3% | +3.7% | -11.0% | -5.9% |
| 6M | +38.6% | -1.6% | +40.2% | +41.1% |
| YTD | +74.4% | -10.2% | +84.6% | +82.0% |
| 1Y | +179.1% | -25.9% | +205.0% | +199.5% |
| All | +179.1% | -27.6% | +206.7% | +199.5% |
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