+13,390.6%
LRCX vs TMF
-68.9%
+13,459.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.4% | +4.8% | +5.2% |
| 7D | +1.9% | -1.4% | +3.3% | +1.7% |
| 30D | +0.1% | -2.8% | +2.9% | -0.3% |
| 3M | -8.5% | -10.9% | +2.4% | -10.1% |
| 6M | +38.1% | -21.3% | +59.4% | +32.8% |
| YTD | +80.1% | -15.9% | +95.9% | +75.3% |
| 1Y | +208.1% | -15.7% | +223.8% | +200.4% |
| 3Y | +350.2% | -43.4% | +393.6% | +319.7% |
| 5Y | +430.7% | -87.8% | +518.4% | +273.3% |
| 10Y | +3,633.2% | -86.7% | +3,720.0% | +2,888.7% |
| All | +13,390.6% | -68.9% | +13,459.4% | +17,549.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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