+213,159.3%
LRCX vs STT
+6,607.8%
+206,551.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.2% | -3.3% |
| 7D | +12.7% | +4.8% | +7.9% | +10.6% |
| 30D | -21.3% | +3.9% | -25.2% | -22.2% |
| 3M | -32.9% | -8.2% | -24.7% | -29.9% |
| 6M | -23.4% | +15.6% | -39.0% | -27.5% |
| YTD | +32.4% | +37.6% | -5.3% | +16.2% |
| 1Y | +48.0% | +50.1% | -2.1% | +25.3% |
| 3Y | +243.9% | +183.1% | +60.9% | +120.5% |
| 5Y | +280.6% | +104.8% | +175.8% | +176.5% |
| 10Y | +2,547.5% | +201.9% | +2,345.6% | +1,482.1% |
| All | +213,159.3% | +6,607.8% | +206,551.5% | +22,731.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling