+3,549.0%
LRCX vs TRMB
+121.9%
+3,427.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.4% | -0.9% |
| 7D | -3.1% | -3.0% | 0.0% | -1.1% |
| 30D | -8.6% | +2.3% | -10.9% | -10.4% |
| 3M | -17.7% | +15.3% | -33.0% | -27.2% |
| 6M | +36.4% | -14.7% | +51.1% | +46.5% |
| YTD | +74.5% | -26.4% | +101.0% | +105.4% |
| 1Y | +159.4% | -30.4% | +189.9% | +217.9% |
| 3Y | +361.6% | +13.5% | +348.1% | +294.4% |
| 5Y | +425.2% | -38.6% | +463.8% | +576.5% |
| All | +3,549.0% | +121.9% | +3,427.2% | +2,159.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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