+45.5%
LRCX vs TER
+46.6%
-1.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.3% |
| 7D | +26.2% | +24.0% | +2.3% | +8.4% |
| 30D | -22.4% | -30.6% | +8.3% | -0.1% |
| 3M | -28.2% | -34.5% | +6.2% | -5.0% |
| 6M | -19.0% | -26.4% | +7.3% | -0.2% |
| YTD | +37.0% | +36.4% | +0.6% | +4.5% |
| 1Y | +45.5% | +47.4% | -1.9% | +5.1% |
| All | +45.5% | +46.6% | -1.2% | +5.1% |
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