+208.1%
LRCX vs TRV
+34.7%
+173.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.3% | +6.5% | +4.2% |
| 7D | +1.9% | -0.1% | +2.1% | +1.8% |
| 30D | +0.1% | -3.4% | +3.5% | -2.3% |
| 3M | -8.5% | +26.4% | -34.9% | +4.3% |
| 6M | +38.1% | +19.3% | +18.8% | +55.8% |
| YTD | +80.1% | +28.3% | +51.7% | +108.8% |
| 1Y | +208.1% | +34.3% | +173.8% | +259.8% |
| All | +208.1% | +34.7% | +173.4% | +259.8% |
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