+26,841.0%
LRCX vs TLT
+130.6%
+26,710.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +5.0% | +5.2% |
| 7D | +1.9% | -0.4% | +2.3% | +1.6% |
| 30D | +0.1% | -0.6% | +0.6% | -0.2% |
| 3M | -8.5% | -2.7% | -5.8% | -10.1% |
| 6M | +38.1% | -5.6% | +43.7% | +32.8% |
| YTD | +80.1% | -2.8% | +82.8% | +76.4% |
| 1Y | +208.1% | -1.4% | +209.5% | +204.5% |
| 3Y | +350.2% | -1.6% | +351.8% | +344.3% |
| 5Y | +430.7% | -33.8% | +464.5% | +288.5% |
| 10Y | +3,633.2% | -21.1% | +3,654.4% | +3,231.5% |
| All | +26,841.0% | +130.6% | +26,710.5% | +150,080.8% |
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