+20,393.9%
LRCX vs TLT
+125.4%
+20,268.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -1.8% |
| 7D | +26.2% | -2.7% | +28.9% | +24.2% |
| 30D | -22.4% | +2.2% | -24.5% | -21.1% |
| 3M | -28.2% | -1.7% | -26.5% | -28.7% |
| 6M | -19.0% | -4.0% | -15.1% | -20.8% |
| YTD | +37.0% | -4.9% | +41.9% | +32.9% |
| 1Y | +45.5% | -7.4% | +52.9% | +38.8% |
| 3Y | +249.7% | +3.0% | +246.6% | +259.0% |
| 5Y | +293.9% | -35.1% | +328.9% | +186.5% |
| 10Y | +2,639.6% | -12.7% | +2,652.4% | +2,594.8% |
| All | +20,393.9% | +125.4% | +20,268.5% | +113,031.7% |
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