+36.4%
LRCX vs TRI
-4.1%
+40.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | +1.2% |
| 7D | -3.1% | -7.9% | +4.8% | -8.0% |
| 30D | -8.6% | -4.5% | -4.0% | -10.4% |
| 3M | -17.7% | +22.1% | -39.8% | +2.2% |
| 6M | +36.4% | -2.8% | +39.1% | +36.8% |
| All | +36.4% | -4.1% | +40.5% | +36.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling