+195.8%
LRCX vs TER
+234.6%
-38.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.1% | -4.6% | -3.5% |
| 7D | +9.5% | +12.4% | -2.8% | +1.5% |
| 30D | +3.1% | +5.1% | -2.1% | -0.5% |
| 3M | -3.4% | +4.0% | -7.4% | -5.3% |
| 6M | +49.7% | +29.5% | +20.2% | +26.8% |
| YTD | +84.9% | +98.5% | -13.6% | +25.1% |
| All | +195.8% | +234.6% | -38.8% | +63.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling