+424.9%
LRCX vs TECH
-42.4%
+467.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.4% | -5.5% |
| 7D | +1.8% | -0.5% | +2.3% | +2.1% |
| 30D | -4.3% | 0.0% | -4.3% | -4.3% |
| 3M | -7.3% | +37.4% | -44.8% | -19.8% |
| 6M | +38.6% | +36.9% | +1.7% | +16.9% |
| YTD | +74.4% | +23.1% | +51.3% | +53.6% |
| 1Y | +179.1% | +42.2% | +136.9% | +127.4% |
| 3Y | +357.7% | +1.9% | +355.7% | +316.6% |
| 5Y | +424.9% | -42.9% | +467.8% | +506.2% |
| All | +424.9% | -42.4% | +467.3% | +506.2% |
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