+68,568.7%
LRCX vs SPY
+3,074.3%
+65,494.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.7% | +5.0% |
| 7D | +10.4% | +0.5% | +9.9% | +9.4% |
| 30D | +2.9% | -0.9% | +3.9% | +4.5% |
| 3M | -1.2% | +3.9% | -5.1% | -5.5% |
| 6M | +60.9% | +14.5% | +46.3% | +34.1% |
| YTD | +87.5% | +12.9% | +74.6% | +61.0% |
| 1Y | +206.6% | +19.4% | +187.3% | +144.5% |
| 3Y | +392.1% | +78.5% | +313.6% | +121.9% |
| 5Y | +478.4% | +81.8% | +396.7% | +167.4% |
| 10Y | +3,821.0% | +311.5% | +3,509.5% | +482.0% |
| All | +68,568.7% | +3,074.3% | +65,494.5% | +375.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling