+208.1%
LRCX vs SSNC
-3.0%
+211.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.2% | +6.3% | +4.7% |
| 7D | +1.9% | +0.6% | +1.3% | +2.1% |
| 30D | +0.1% | +6.0% | -6.0% | +2.3% |
| 3M | -8.5% | +21.0% | -29.5% | +0.6% |
| 6M | +38.1% | +12.1% | +26.0% | +54.8% |
| YTD | +80.1% | -3.2% | +83.3% | +108.9% |
| 1Y | +208.1% | -4.4% | +212.4% | +284.2% |
| All | +208.1% | -3.0% | +211.0% | +284.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 1y: compounded portfolio wealth divided by compounded SSNC 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…
1y analysis · Full analysis span regression · 6 months rolling