+4,432.4%
LRCX vs TEAM
+802.8%
+3,629.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.6% | +7.7% | +5.7% |
| 7D | +1.9% | -0.4% | +2.3% | +2.0% |
| 30D | +0.1% | +67.3% | -67.2% | -12.3% |
| 3M | -8.5% | +86.8% | -95.3% | -23.6% |
| 6M | +38.1% | +146.8% | -108.8% | +2.6% |
| YTD | +80.1% | +16.9% | +63.1% | +63.5% |
| 1Y | +208.1% | +12.8% | +195.3% | +180.5% |
| 3Y | +350.2% | -7.3% | +357.5% | +313.6% |
| 5Y | +430.7% | -50.7% | +481.4% | +436.7% |
| 10Y | +3,633.2% | +529.8% | +3,103.4% | +1,686.0% |
| All | +4,432.4% | +802.8% | +3,629.6% | +1,954.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling