+302,042.4%
LRCX vs T
+1,912.6%
+300,129.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.3% |
| 7D | +10.4% | -1.5% | +12.0% | +11.0% |
| 30D | +2.9% | +7.6% | -4.7% | -0.2% |
| 3M | -1.2% | +15.3% | -16.5% | -8.0% |
| 6M | +60.9% | -8.5% | +69.3% | +63.0% |
| YTD | +87.5% | +6.8% | +80.8% | +77.2% |
| 1Y | +206.6% | -7.2% | +213.9% | +205.1% |
| 3Y | +392.1% | +108.2% | +283.8% | +229.0% |
| 5Y | +478.4% | +66.1% | +412.4% | +314.9% |
| 10Y | +3,821.0% | +65.3% | +3,755.7% | +2,695.6% |
| All | +302,042.4% | +1,912.6% | +300,129.8% | +56,730.5% |
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