+14,198.8%
LRCX vs TDY
+7,056.0%
+7,142.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.2% | -0.5% |
| 7D | -3.1% | -1.1% | -1.9% | -2.6% |
| 30D | -8.6% | -12.0% | +3.5% | -2.9% |
| 3M | -17.7% | -3.2% | -14.5% | -15.9% |
| 6M | +36.4% | -7.9% | +44.2% | +43.3% |
| YTD | +74.5% | +18.2% | +56.3% | +63.7% |
| 1Y | +159.4% | +6.7% | +152.8% | +154.6% |
| 3Y | +361.6% | +47.5% | +314.0% | +291.6% |
| 5Y | +425.2% | +39.5% | +385.7% | +362.5% |
| 10Y | +3,645.0% | +477.2% | +3,167.8% | +1,767.7% |
| All | +14,198.8% | +7,056.0% | +7,142.7% | +2,989.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling