+290,000.9%
LRCX vs TECH
+101,053.8%
+188,947.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | +1.9% | +0.1% | +1.8% | +1.9% |
| 30D | +0.1% | +0.7% | -0.6% | -0.1% |
| 3M | -8.5% | +36.3% | -44.8% | -17.4% |
| 6M | +38.1% | +25.6% | +12.5% | +25.8% |
| YTD | +80.1% | +23.7% | +56.4% | +64.1% |
| 1Y | +208.1% | +37.6% | +170.4% | +170.2% |
| 3Y | +350.2% | -6.6% | +356.8% | +336.0% |
| 5Y | +430.7% | -42.2% | +472.9% | +492.5% |
| 10Y | +3,633.2% | +187.6% | +3,445.6% | +2,515.2% |
| All | +290,000.9% | +101,053.8% | +188,947.1% | +107,954.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling