+1,054.1%
LRCX vs TE
-49.8%
+1,103.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.0% | +1.5% | -1.0% |
| 7D | +9.5% | +15.0% | -5.4% | +7.2% |
| 30D | +3.1% | -7.5% | +10.6% | +3.9% |
| 3M | -3.4% | -42.0% | +38.6% | +3.9% |
| 6M | +49.7% | -31.4% | +81.1% | +53.7% |
| YTD | +84.9% | -26.5% | +111.4% | +86.1% |
| 1Y | +200.8% | +153.1% | +47.7% | +148.6% |
| 3Y | +385.1% | -20.7% | +405.7% | +335.7% |
| 5Y | +460.5% | -45.4% | +505.9% | +411.0% |
| All | +1,054.1% | -49.8% | +1,103.9% | +977.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling