+42.8%
LRCX vs TDG
-5.9%
+48.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.8% | -4.3% |
| 7D | -12.8% | +7.1% | -19.8% | -15.2% |
| 30D | -36.0% | +11.4% | -47.3% | -39.0% |
| 3M | -30.2% | -4.6% | -25.7% | -28.9% |
| 6M | -14.2% | +5.8% | -20.1% | -18.5% |
| YTD | +29.7% | -8.5% | +38.2% | +33.5% |
| 1Y | +42.8% | -5.8% | +48.6% | +50.2% |
| All | +42.8% | -5.9% | +48.7% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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