+213,159.2%
LRCX vs T
+1,663.4%
+211,495.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | +12.7% | +2.5% | +10.2% | +11.7% |
| 30D | -21.3% | -3.8% | -17.5% | -20.6% |
| 3M | -32.9% | -8.7% | -24.1% | -31.5% |
| 6M | -23.4% | -8.1% | -15.3% | -23.2% |
| YTD | +32.4% | -6.4% | +38.8% | +30.0% |
| 1Y | +48.0% | -9.8% | +57.8% | +47.2% |
| 3Y | +243.9% | +65.5% | +178.5% | +151.3% |
| 5Y | +280.6% | +57.0% | +223.7% | +174.0% |
| 10Y | +2,547.5% | +60.8% | +2,486.7% | +1,774.3% |
| All | +213,159.2% | +1,663.4% | +211,495.8% | +41,580.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling