+42.8%
LRCX vs SU
+88.1%
-45.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.5% | +0.5% | -4.5% |
| 7D | -12.8% | -7.1% | -5.7% | -13.5% |
| 30D | -36.0% | +4.8% | -40.7% | -34.9% |
| 3M | -30.2% | +12.5% | -42.7% | -28.2% |
| 6M | -14.2% | +6.5% | -20.7% | -11.1% |
| YTD | +29.7% | +65.8% | -36.1% | +24.3% |
| 1Y | +42.8% | +86.2% | -43.4% | +34.3% |
| All | +42.8% | +88.1% | -45.3% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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