+14,941.6%
LRCX vs SPXU
-100.0%
+15,041.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -0.7% |
| 7D | +9.5% | +1.3% | +8.3% | +10.3% |
| 30D | +3.1% | +5.1% | -2.0% | +6.1% |
| 3M | -3.4% | -9.1% | +5.7% | -5.6% |
| 6M | +49.7% | -29.6% | +79.3% | +32.0% |
| YTD | +84.9% | -27.7% | +112.5% | +67.9% |
| 1Y | +200.8% | -37.0% | +237.8% | +160.9% |
| 3Y | +385.1% | -80.2% | +465.2% | +187.4% |
| 5Y | +460.5% | -86.0% | +546.5% | +269.2% |
| 10Y | +3,866.3% | -99.5% | +3,965.8% | +853.0% |
| All | +14,941.6% | -100.0% | +15,041.6% | +939.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling