+290,000.9%
LRCX vs TAP
+825.0%
+289,175.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.2% |
| 7D | +1.9% | -2.3% | +4.2% | +2.4% |
| 30D | +0.1% | -2.1% | +2.2% | +0.3% |
| 3M | -8.5% | +6.6% | -15.1% | -10.6% |
| 6M | +38.1% | -11.5% | +49.6% | +40.1% |
| YTD | +80.1% | -10.3% | +90.3% | +81.5% |
| 1Y | +208.1% | -14.4% | +222.4% | +212.4% |
| 3Y | +350.2% | -28.3% | +378.5% | +368.7% |
| 5Y | +430.7% | +1.7% | +429.0% | +406.0% |
| 10Y | +3,633.2% | -49.2% | +3,682.4% | +3,876.1% |
| All | +290,000.9% | +825.0% | +289,175.9% | +173,957.4% |
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