+3,549.0%
LRCX vs TRI
+196.2%
+3,352.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.5% |
| 7D | -3.1% | -7.9% | +4.8% | -0.6% |
| 30D | -8.6% | -4.5% | -4.0% | -7.9% |
| 3M | -17.7% | +22.1% | -39.8% | -27.7% |
| 6M | +36.4% | -2.8% | +39.1% | +30.2% |
| YTD | +74.5% | -23.4% | +98.0% | +89.5% |
| 1Y | +159.4% | -41.5% | +201.0% | +240.7% |
| 3Y | +361.6% | -19.2% | +380.8% | +345.2% |
| 5Y | +425.2% | -9.4% | +434.6% | +354.8% |
| All | +3,549.0% | +196.2% | +3,352.8% | +1,469.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling