+239.0%
LRCX vs SUI
-26.2%
+265.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -1.5% | +9.7% | +8.5% |
| 7D | -16.2% | +6.2% | -22.4% | -17.2% |
| 30D | -39.2% | +8.6% | -47.8% | -40.4% |
| 3M | -34.4% | +1.0% | -35.4% | -34.8% |
| 6M | -32.4% | -2.6% | -29.8% | -32.7% |
| YTD | +17.4% | -0.1% | +17.6% | +15.7% |
| 1Y | +24.2% | +0.5% | +23.7% | +21.9% |
| 3Y | +221.6% | +15.3% | +206.3% | +186.0% |
| All | +239.0% | -26.2% | +265.3% | +300.0% |
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