+159.4%
LRCX vs TRV
+39.8%
+119.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | +1.6% |
| 7D | -3.1% | +1.9% | -5.0% | -1.6% |
| 30D | -8.6% | +1.7% | -10.3% | -7.3% |
| 3M | -17.7% | +23.9% | -41.6% | -5.1% |
| 6M | +36.4% | +26.3% | +10.1% | +60.1% |
| YTD | +74.5% | +30.8% | +43.7% | +109.7% |
| 1Y | +159.4% | +36.3% | +123.1% | +215.1% |
| All | +159.4% | +39.8% | +119.7% | +215.1% |
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