+290,000.9%
LRCX vs TER
+14,183.4%
+275,817.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.5% | -0.4% | +1.5% |
| 7D | +1.9% | +0.6% | +1.3% | +1.5% |
| 30D | +0.1% | -8.3% | +8.4% | +5.6% |
| 3M | -8.5% | -12.2% | +3.7% | -0.4% |
| 6M | +38.1% | +17.1% | +21.0% | +20.7% |
| YTD | +80.1% | +84.7% | -4.6% | +15.3% |
| 1Y | +208.1% | +199.9% | +8.1% | +40.2% |
| 3Y | +350.2% | +232.8% | +117.5% | +80.5% |
| 5Y | +430.7% | +198.6% | +232.1% | +129.4% |
| 10Y | +3,633.2% | +1,669.7% | +1,963.5% | +430.2% |
| All | +290,000.9% | +14,183.4% | +275,817.4% | +11,912.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling