+17,480.8%
LRCX vs TRI
+499.2%
+16,981.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.3% | -4.3% | -5.0% |
| 7D | +1.8% | -14.4% | +16.2% | +9.5% |
| 30D | -4.3% | -8.1% | +3.8% | -1.4% |
| 3M | -7.3% | +17.5% | -24.9% | -20.7% |
| 6M | +38.6% | -5.0% | +43.5% | +28.6% |
| YTD | +74.4% | -24.7% | +99.1% | +80.4% |
| 1Y | +179.1% | -41.5% | +220.6% | +237.7% |
| 3Y | +357.7% | -20.3% | +378.0% | +338.7% |
| 5Y | +424.9% | -10.9% | +435.8% | +368.8% |
| 10Y | +3,642.4% | +190.6% | +3,451.8% | +1,462.7% |
| All | +17,480.8% | +499.2% | +16,981.5% | +2,973.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling