+42.8%
LRCX vs SYY
+8.7%
+34.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.8% | -7.8% | -4.1% |
| 7D | -12.8% | -6.3% | -6.4% | -12.5% |
| 30D | -36.0% | +0.7% | -36.7% | -36.3% |
| 3M | -30.2% | -6.4% | -23.8% | -29.9% |
| 6M | -14.2% | +7.6% | -21.8% | -18.8% |
| YTD | +29.7% | +7.4% | +22.3% | +31.4% |
| 1Y | +42.8% | +8.3% | +34.5% | +45.1% |
| All | +42.8% | +8.7% | +34.0% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 1y: compounded portfolio wealth divided by compounded SYY 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…
1y analysis · Full analysis span regression · 6 months rolling