+3,866.3%
LRCX vs SUI
+104.7%
+3,761.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | -0.1% | -0.9% |
| 7D | +9.5% | -4.3% | +13.8% | +11.3% |
| 30D | +3.1% | -2.1% | +5.2% | +3.7% |
| 3M | -3.4% | -6.1% | +2.7% | -2.3% |
| 6M | +49.7% | -12.8% | +62.4% | +55.9% |
| YTD | +84.9% | -4.6% | +89.5% | +84.9% |
| 1Y | +200.8% | -7.7% | +208.5% | +204.0% |
| 3Y | +385.1% | +10.9% | +374.1% | +331.6% |
| 5Y | +460.5% | -32.4% | +492.9% | +535.2% |
| 10Y | +3,866.3% | +105.7% | +3,760.6% | +2,943.5% |
| All | +3,866.3% | +104.7% | +3,761.5% | +2,943.5% |
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