+220,578.8%
LRCX vs TER
+10,451.6%
+210,127.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.4% |
| 7D | +26.2% | +24.0% | +2.3% | +9.6% |
| 30D | -22.4% | -30.6% | +8.3% | -1.1% |
| 3M | -28.2% | -34.5% | +6.2% | -5.9% |
| 6M | -19.0% | -26.4% | +7.3% | -1.7% |
| YTD | +37.0% | +36.4% | +0.6% | +6.5% |
| 1Y | +45.5% | +47.4% | -1.9% | +7.5% |
| 3Y | +249.7% | +202.6% | +47.1% | +48.8% |
| 5Y | +293.9% | +83.9% | +210.0% | +134.2% |
| 10Y | +2,639.6% | +1,068.0% | +1,571.7% | +407.9% |
| All | +220,578.8% | +10,451.6% | +210,127.2% | +10,996.5% |
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