+3,549.0%
LRCX vs SPXU
-99.6%
+3,648.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | -1.4% |
| 7D | -3.1% | +2.5% | -5.5% | -1.6% |
| 30D | -8.6% | +4.2% | -12.7% | -6.1% |
| 3M | -17.7% | -9.3% | -8.4% | -20.1% |
| 6M | +36.4% | -30.7% | +67.0% | +17.5% |
| YTD | +74.5% | -28.1% | +102.7% | +56.3% |
| 1Y | +159.4% | -35.2% | +194.7% | +124.6% |
| 3Y | +361.6% | -79.9% | +441.5% | +159.6% |
| 5Y | +425.2% | -86.4% | +511.6% | +222.5% |
| All | +3,549.0% | -99.6% | +3,648.6% | +602.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling