+42.8%
LRCX vs TDY
+22.9%
+19.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.8% | +0.7% | +1.5% |
| 7D | -12.8% | -5.0% | -7.7% | -7.4% |
| 30D | -36.0% | +2.0% | -38.0% | -37.4% |
| 3M | -30.2% | -7.7% | -22.5% | -23.4% |
| 6M | -14.2% | -0.9% | -13.3% | -12.4% |
| YTD | +29.7% | +23.7% | +6.0% | +12.5% |
| 1Y | +42.8% | +23.6% | +19.2% | +24.0% |
| All | +42.8% | +22.9% | +19.9% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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