+274.3%
LRCX vs TPR
+264.1%
+10.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.5% | +7.9% | +9.3% |
| 7D | -2.7% | +12.7% | -15.4% | -8.7% |
| 30D | -30.6% | +17.1% | -47.6% | -36.2% |
| 3M | -28.8% | -15.9% | -13.0% | -24.8% |
| 6M | -24.6% | +2.6% | -27.2% | -28.6% |
| YTD | +29.7% | +7.5% | +22.2% | +19.9% |
| 1Y | +39.5% | +32.9% | +6.6% | +15.9% |
| 3Y | +248.9% | +413.8% | -164.9% | +34.7% |
| 5Y | +274.3% | +263.9% | +10.5% | +61.6% |
| All | +274.3% | +264.1% | +10.2% | +61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 5y: compounded portfolio wealth divided by compounded TPR 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…
5y analysis · Full analysis span regression · 6 months rolling