+37,575.4%
LRCX vs SUI
+4,037.5%
+33,537.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.5% | +5.3% |
| 7D | +1.9% | -2.8% | +4.7% | +3.2% |
| 30D | +0.1% | -1.2% | +1.2% | +0.4% |
| 3M | -8.5% | -1.7% | -6.7% | -9.1% |
| 6M | +38.1% | -10.5% | +48.5% | +42.8% |
| YTD | +80.1% | -1.8% | +81.9% | +78.1% |
| 1Y | +208.1% | -4.1% | +212.1% | +206.7% |
| 3Y | +350.2% | +11.3% | +339.0% | +303.0% |
| 5Y | +430.7% | -32.1% | +462.8% | +491.1% |
| 10Y | +3,633.2% | +110.4% | +3,522.8% | +2,287.8% |
| All | +37,575.4% | +4,037.5% | +33,537.9% | +6,729.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling