+9,875.3%
LRCX vs SSNC
+1,021.3%
+8,854.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -0.7% |
| 7D | +9.5% | -3.9% | +13.4% | +11.7% |
| 30D | +3.1% | -0.2% | +3.3% | +2.8% |
| 3M | -3.4% | +15.9% | -19.3% | -13.4% |
| 6M | +49.7% | +7.5% | +42.2% | +38.7% |
| YTD | +84.9% | -8.2% | +93.1% | +86.1% |
| 1Y | +200.8% | -9.3% | +210.2% | +204.3% |
| 3Y | +385.1% | +48.5% | +336.6% | +266.9% |
| 5Y | +460.5% | +16.0% | +444.5% | +390.1% |
| 10Y | +3,866.3% | +169.2% | +3,697.1% | +2,215.6% |
| All | +9,875.3% | +1,021.3% | +8,854.0% | +3,094.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling