+415.7%
LRCX vs TE
-48.4%
+464.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.7% | +1.1% | -4.6% |
| 7D | +1.8% | +0.9% | +0.9% | +1.7% |
| 30D | -4.3% | -16.3% | +12.0% | -2.0% |
| 3M | -7.3% | -40.8% | +33.4% | -0.3% |
| 6M | +38.6% | -42.6% | +81.2% | +46.2% |
| YTD | +74.4% | -31.4% | +105.9% | +77.6% |
| 1Y | +179.1% | +144.9% | +34.2% | +131.4% |
| 3Y | +357.7% | -26.0% | +383.7% | +323.3% |
| All | +415.7% | -48.4% | +464.1% | +360.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling