+19,704.9%
LRCX vs TLT
+124.5%
+19,580.4%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -2.9% | -3.6% |
| 7D | +12.7% | -3.1% | +15.8% | +10.6% |
| 30D | -21.3% | +1.0% | -22.3% | -20.6% |
| 3M | -32.9% | -2.7% | -30.2% | -33.7% |
| 6M | -23.4% | -4.1% | -19.2% | -25.2% |
| YTD | +32.4% | -5.4% | +37.7% | +28.1% |
| 1Y | +48.0% | -7.0% | +55.0% | +41.6% |
| 3Y | +243.9% | +2.8% | +241.1% | +252.8% |
| 5Y | +280.6% | -35.4% | +316.0% | +176.2% |
| 10Y | +2,547.5% | -13.1% | +2,560.6% | +2,497.4% |
| All | +19,704.9% | +124.5% | +19,580.4% | +108,941.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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