+3,549.0%
LRCX vs STT
+271.9%
+3,277.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.6% |
| 7D | -3.1% | -0.4% | -2.6% | -2.8% |
| 30D | -8.6% | +1.7% | -10.3% | -9.5% |
| 3M | -17.7% | +17.9% | -35.6% | -25.5% |
| 6M | +36.4% | +55.3% | -18.9% | +4.4% |
| YTD | +74.5% | +52.7% | +21.9% | +34.9% |
| 1Y | +159.4% | +75.7% | +83.8% | +84.5% |
| 3Y | +361.6% | +197.9% | +163.7% | +135.9% |
| 5Y | +425.2% | +158.8% | +266.5% | +181.3% |
| All | +3,549.0% | +271.9% | +3,277.1% | +1,503.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 10y: compounded portfolio wealth divided by compounded STT 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…
10y analysis · Full analysis span regression · 6 months rolling