+42.8%
LRCX vs TRV
+54.4%
-11.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.5% | -7.5% | -0.6% |
| 7D | -12.8% | +3.9% | -16.6% | -9.3% |
| 30D | -36.0% | +13.5% | -49.4% | -27.3% |
| 3M | -30.2% | +8.9% | -39.1% | -23.5% |
| 6M | -14.2% | +36.8% | -51.0% | +13.9% |
| YTD | +29.7% | +42.7% | -12.9% | +79.2% |
| 1Y | +42.8% | +49.9% | -7.1% | +108.2% |
| All | +42.8% | +54.4% | -11.6% | +108.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 1y: compounded portfolio wealth divided by compounded TRV 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…
1y analysis · Full analysis span regression · 6 months rolling