+3,549.0%
LRCX vs TER
+1,891.7%
+1,657.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -1.9% |
| 7D | -3.1% | +6.4% | -9.4% | -7.5% |
| 30D | -8.6% | -5.7% | -2.9% | -4.8% |
| 3M | -17.7% | -0.4% | -17.3% | -18.3% |
| 6M | +36.4% | +25.8% | +10.5% | +9.0% |
| YTD | +74.5% | +96.4% | -21.9% | -3.1% |
| 1Y | +159.4% | +229.2% | -69.8% | -6.7% |
| 3Y | +361.6% | +288.1% | +73.5% | +30.3% |
| 5Y | +425.2% | +219.9% | +205.3% | +68.6% |
| All | +3,549.0% | +1,891.7% | +1,657.3% | +186.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 10y: compounded portfolio wealth divided by compounded TER 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…
10y analysis · Full analysis span regression · 6 months rolling