+416.0%
LRCX vs TD
+125.7%
+290.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.5% |
| 7D | -3.1% | -0.5% | -2.5% | -2.7% |
| 30D | -8.6% | -1.9% | -6.7% | -7.1% |
| 3M | -17.7% | +4.8% | -22.4% | -20.6% |
| 6M | +36.4% | +28.0% | +8.4% | +12.5% |
| YTD | +74.5% | +30.3% | +44.3% | +42.1% |
| 1Y | +159.4% | +59.8% | +99.7% | +81.1% |
| 3Y | +361.6% | +124.7% | +236.9% | +144.6% |
| All | +416.0% | +125.7% | +290.4% | +184.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 5y: compounded portfolio wealth divided by compounded TD 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…
5y analysis · Full analysis span regression · 6 months rolling