+361.3%
LRCX vs TRV
+141.6%
+219.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.5% | -6.2% | -5.6% |
| 7D | +1.8% | -1.5% | +3.3% | +1.7% |
| 30D | -4.3% | -1.8% | -2.5% | -4.4% |
| 3M | -7.3% | +21.6% | -28.9% | -7.4% |
| 6M | +38.6% | +22.5% | +16.1% | +38.4% |
| YTD | +74.4% | +28.1% | +46.3% | +73.4% |
| 1Y | +179.1% | +37.0% | +142.1% | +174.5% |
| All | +361.3% | +141.6% | +219.7% | +329.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling