+361.6%
LRCX vs SYY
+29.1%
+332.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.1% |
| 7D | -3.1% | +3.9% | -7.0% | -3.6% |
| 30D | -8.6% | -1.7% | -6.8% | -8.3% |
| 3M | -17.7% | +5.2% | -22.9% | -18.9% |
| 6M | +36.4% | -0.2% | +36.5% | +34.9% |
| YTD | +74.5% | +15.4% | +59.2% | +69.8% |
| 1Y | +159.4% | +5.6% | +153.9% | +155.0% |
| 3Y | +361.6% | +28.9% | +332.7% | +344.5% |
| All | +361.6% | +29.1% | +332.4% | +344.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling