+304.3%
LRCX vs T
+57.2%
+247.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.5% | +4.6% | +6.4% |
| 7D | +6.5% | +2.0% | +4.6% | +6.9% |
| 30D | -23.8% | -1.0% | -22.8% | -23.7% |
| 3M | -24.2% | -8.1% | -16.1% | -24.9% |
| 6M | -20.2% | -8.3% | -11.9% | -20.0% |
| YTD | +38.2% | -6.1% | +44.3% | +38.5% |
| 1Y | +48.9% | -7.4% | +56.2% | +49.1% |
| 3Y | +252.8% | +65.4% | +187.4% | +235.0% |
| 5Y | +304.3% | +57.6% | +246.7% | +289.8% |
| All | +304.3% | +57.2% | +247.1% | +289.8% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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