+277.1%
LRCX vs TECH
-41.0%
+318.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.4% | -3.4% |
| 7D | +12.7% | +0.1% | +12.6% | +12.6% |
| 30D | -21.3% | +0.5% | -21.8% | -21.4% |
| 3M | -32.9% | +1.1% | -34.0% | -33.2% |
| 6M | -23.4% | +62.8% | -86.2% | -38.6% |
| YTD | +32.4% | +24.5% | +7.9% | +15.9% |
| 1Y | +48.0% | +20.6% | +27.4% | +31.4% |
| 3Y | +243.9% | +29.5% | +214.5% | +173.0% |
| All | +277.1% | -41.0% | +318.1% | +336.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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