+42.8%
LRCX vs TGT
+86.7%
-43.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +5.6% | -9.7% | -2.8% |
| 7D | -12.8% | +9.5% | -22.3% | -11.1% |
| 30D | -36.0% | +6.6% | -42.6% | -34.9% |
| 3M | -30.2% | +11.0% | -41.2% | -28.6% |
| 6M | -14.2% | +29.9% | -44.1% | -13.0% |
| YTD | +29.7% | +71.4% | -41.7% | +25.4% |
| 1Y | +42.8% | +88.6% | -45.8% | +34.3% |
| All | +42.8% | +86.7% | -43.9% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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