+446.3%
LRCX vs SUI
-32.0%
+478.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.5% | +5.2% |
| 7D | +1.9% | -2.8% | +4.7% | +2.6% |
| 30D | +0.1% | -1.2% | +1.2% | +0.3% |
| 3M | -8.5% | -1.7% | -6.7% | -9.0% |
| 6M | +38.1% | -10.5% | +48.5% | +41.3% |
| YTD | +80.1% | -1.8% | +81.9% | +78.7% |
| 1Y | +208.1% | -4.1% | +212.1% | +207.2% |
| 3Y | +350.2% | +11.3% | +339.0% | +307.5% |
| All | +446.3% | -32.0% | +478.3% | +517.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling