+4,287.6%
LRCX vs TRU
+226.0%
+4,061.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.7% | -1.0% |
| 7D | +9.5% | -6.5% | +16.0% | +12.9% |
| 30D | +3.1% | -2.5% | +5.6% | +3.6% |
| 3M | -3.4% | +10.4% | -13.8% | -12.2% |
| 6M | +49.7% | +1.6% | +48.0% | +40.5% |
| YTD | +84.9% | -9.7% | +94.6% | +82.0% |
| 1Y | +200.8% | -17.3% | +218.1% | +207.3% |
| 3Y | +385.1% | -1.8% | +386.9% | +316.0% |
| 5Y | +460.5% | -36.2% | +496.7% | +528.1% |
| 10Y | +3,866.3% | +143.2% | +3,723.0% | +2,106.1% |
| All | +4,287.6% | +226.0% | +4,061.6% | +2,139.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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