+42.8%
LRCX vs TE
-16.5%
+59.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.5% | -0.5% | -3.1% |
| 7D | -12.8% | +3.8% | -16.6% | -13.7% |
| 30D | -36.0% | -26.2% | -9.7% | -31.4% |
| 3M | -30.2% | -49.7% | +19.5% | -18.9% |
| 6M | -14.2% | -46.5% | +32.3% | -0.8% |
| YTD | +29.7% | -59.1% | +88.9% | +53.2% |
| 1Y | +42.8% | -25.8% | +68.6% | +45.8% |
| All | +42.8% | -16.5% | +59.3% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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