+416.0%
LRCX vs SPXS
-86.0%
+502.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | -1.5% |
| 7D | -3.1% | +2.5% | -5.6% | -1.4% |
| 30D | -8.6% | +4.2% | -12.8% | -5.8% |
| 3M | -17.7% | -9.3% | -8.4% | -20.5% |
| 6M | +36.4% | -30.7% | +67.0% | +15.7% |
| YTD | +74.5% | -28.1% | +102.6% | +54.3% |
| 1Y | +159.4% | -35.1% | +194.5% | +121.4% |
| 3Y | +361.6% | -79.6% | +441.2% | +151.1% |
| All | +416.0% | -86.0% | +502.0% | +209.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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