+280,910.8%
LRCX vs SU
+61,690.9%
+219,219.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.5% | -5.6% |
| 7D | +1.8% | +1.7% | +0.2% | +1.8% |
| 30D | -4.3% | +9.6% | -13.9% | -4.3% |
| 3M | -7.3% | +11.7% | -19.1% | -7.4% |
| 6M | +38.6% | +21.9% | +16.6% | +38.5% |
| YTD | +74.4% | +58.6% | +15.8% | +74.2% |
| 1Y | +179.1% | +66.5% | +112.6% | +178.8% |
| 3Y | +357.7% | +121.4% | +236.2% | +356.8% |
| 5Y | +424.9% | +355.7% | +69.2% | +423.1% |
| 10Y | +3,642.4% | +264.2% | +3,378.2% | +3,630.5% |
| All | +280,910.8% | +61,690.9% | +219,219.9% | +266,815.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling