+416.0%
LRCX vs TRMB
-39.0%
+455.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -27.5% |
| 6M | +36.4% | -14.7% | +51.1% | +47.5% |
| YTD | +74.5% | -26.4% | +101.0% | +108.4% |
| 1Y | +159.4% | -30.4% | +189.9% | +223.6% |
| 3Y | +361.6% | +13.5% | +348.1% | +287.8% |
| All | +416.0% | -39.0% | +455.0% | +565.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling