+297,723.7%
LRCX vs SYY
+4,545.1%
+293,178.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.2% | -3.6% | -2.3% |
| 7D | +9.5% | -0.2% | +9.8% | +9.6% |
| 30D | +3.1% | -2.7% | +5.8% | +4.1% |
| 3M | -3.4% | +5.9% | -9.3% | -6.3% |
| 6M | +49.7% | -2.3% | +52.0% | +49.3% |
| YTD | +84.9% | +13.1% | +71.8% | +73.6% |
| 1Y | +200.8% | +3.8% | +197.1% | +191.3% |
| 3Y | +385.1% | +26.7% | +358.3% | +324.6% |
| 5Y | +460.5% | +19.4% | +441.1% | +404.5% |
| 10Y | +3,866.3% | +112.0% | +3,754.3% | +2,561.2% |
| All | +297,723.7% | +4,545.1% | +293,178.6% | +66,555.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling