+208.1%
LRCX vs TAP
-14.5%
+222.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.0% |
| 7D | +1.9% | -2.3% | +4.2% | +0.7% |
| 30D | +0.1% | -2.1% | +2.2% | -0.6% |
| 3M | -8.5% | +6.6% | -15.1% | -5.3% |
| 6M | +38.1% | -11.5% | +49.6% | +35.9% |
| YTD | +80.1% | -10.3% | +90.3% | +80.2% |
| 1Y | +208.1% | -14.4% | +222.4% | +210.8% |
| All | +208.1% | -14.5% | +222.6% | +210.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 1y: compounded portfolio wealth divided by compounded TAP 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…
1y analysis · Full analysis span regression · 6 months rolling