+213,159.3%
LRCX vs TAP
+832.8%
+212,326.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.2% | -6.6% | -4.0% |
| 7D | +12.7% | +1.3% | +11.4% | +12.4% |
| 30D | -21.3% | +5.7% | -27.0% | -22.6% |
| 3M | -32.9% | -1.9% | -31.0% | -33.3% |
| 6M | -23.4% | +0.9% | -24.3% | -24.9% |
| YTD | +32.4% | -9.5% | +41.9% | +32.1% |
| 1Y | +48.0% | -9.0% | +57.0% | +47.4% |
| 3Y | +243.9% | -22.2% | +266.2% | +249.0% |
| 5Y | +280.6% | +1.2% | +279.4% | +260.5% |
| 10Y | +2,547.5% | -46.1% | +2,593.6% | +2,665.4% |
| All | +213,159.3% | +832.8% | +212,326.5% | +126,603.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling