+2,236.5%
LRCX vs SUI
+118.5%
+2,118.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -1.5% | +9.7% | +8.7% |
| 7D | -16.2% | +6.2% | -22.4% | -18.2% |
| 30D | -39.2% | +8.6% | -47.8% | -41.4% |
| 3M | -34.4% | +1.0% | -35.4% | -35.3% |
| 6M | -32.4% | -2.6% | -29.8% | -33.2% |
| YTD | +17.4% | -0.1% | +17.6% | +14.5% |
| 1Y | +24.2% | +0.5% | +23.7% | +20.5% |
| 3Y | +221.6% | +15.3% | +206.3% | +180.8% |
| 5Y | +245.2% | -26.1% | +271.4% | +274.4% |
| All | +2,236.5% | +118.5% | +2,118.0% | +1,601.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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