+424.9%
LRCX vs TEAM
-52.7%
+477.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.0% | -6.7% | -5.8% |
| 7D | +1.8% | -7.8% | +9.6% | +3.0% |
| 30D | -4.3% | +16.5% | -20.8% | -7.0% |
| 3M | -7.3% | +96.2% | -103.5% | -19.6% |
| 6M | +38.6% | +130.2% | -91.6% | +12.5% |
| YTD | +74.4% | +10.7% | +63.7% | +69.3% |
| 1Y | +179.1% | +3.0% | +176.1% | +174.9% |
| 3Y | +357.7% | -13.1% | +370.8% | +351.7% |
| 5Y | +424.9% | -52.7% | +477.6% | +441.6% |
| All | +424.9% | -52.7% | +477.5% | +441.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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