+2,520.1%
LRCX vs TER
+998.2%
+1,521.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -5.4% | +2.0% | +0.7% |
| 7D | +12.7% | +14.4% | -1.6% | +1.6% |
| 30D | -21.3% | -30.6% | +9.3% | +3.5% |
| 3M | -32.9% | -39.2% | +6.3% | -3.8% |
| 6M | -23.4% | -31.3% | +7.9% | -0.7% |
| YTD | +32.4% | +29.1% | +3.3% | -0.3% |
| 1Y | +48.0% | +47.4% | +0.6% | +0.5% |
| 3Y | +243.9% | +191.2% | +52.7% | +17.7% |
| 5Y | +280.6% | +74.0% | +206.6% | +96.5% |
| All | +2,520.1% | +998.2% | +1,521.9% | +188.0% |
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