+290,000.9%
LRCX vs STT
+7,372.9%
+282,628.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +5.0% | +5.0% |
| 7D | +1.9% | +0.5% | +1.4% | +1.7% |
| 30D | +0.1% | +3.9% | -3.8% | -1.5% |
| 3M | -8.5% | +20.0% | -28.4% | -15.3% |
| 6M | +38.1% | +55.3% | -17.2% | +14.4% |
| YTD | +80.1% | +53.3% | +26.7% | +49.9% |
| 1Y | +208.1% | +74.7% | +133.4% | +142.7% |
| 3Y | +350.2% | +205.8% | +144.4% | +177.1% |
| 5Y | +430.7% | +145.0% | +285.7% | +254.1% |
| 10Y | +3,633.2% | +266.0% | +3,367.2% | +1,942.6% |
| All | +290,000.9% | +7,372.9% | +282,628.0% | +29,341.7% |
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