+424.9%
LRCX vs SPY
+79.8%
+345.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -4.5% |
| 7D | +1.8% | -2.0% | +3.8% | +5.9% |
| 30D | -4.3% | -1.7% | -2.7% | -1.1% |
| 3M | -7.3% | +4.7% | -12.1% | -13.7% |
| 6M | +38.6% | +12.5% | +26.1% | +14.6% |
| YTD | +74.4% | +11.7% | +62.7% | +47.4% |
| 1Y | +179.1% | +17.5% | +161.6% | +118.2% |
| 3Y | +357.7% | +76.6% | +281.1% | +83.3% |
| 5Y | +424.9% | +82.0% | +342.8% | +111.7% |
| All | +424.9% | +79.8% | +345.1% | +111.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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