+456.3%
LRCX vs SPOT
+111.7%
+344.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.4% | -1.1% |
| 7D | +9.5% | -6.5% | +16.0% | +11.5% |
| 30D | +3.1% | +2.2% | +0.9% | +1.8% |
| 3M | -3.4% | +5.4% | -8.8% | -6.5% |
| 6M | +49.7% | -4.0% | +53.7% | +47.7% |
| YTD | +84.9% | -9.9% | +94.8% | +84.1% |
| 1Y | +200.8% | -27.3% | +228.1% | +222.7% |
| 3Y | +385.1% | +236.4% | +148.7% | +174.5% |
| All | +456.3% | +111.7% | +344.5% | +204.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling