+281,108.8%
LRCX vs TRV
+6,746.8%
+274,361.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -1.0% |
| 7D | -3.1% | +1.9% | -5.0% | -4.1% |
| 30D | -8.6% | +1.7% | -10.3% | -9.5% |
| 3M | -17.7% | +23.9% | -41.6% | -27.7% |
| 6M | +36.4% | +26.3% | +10.1% | +17.8% |
| YTD | +74.5% | +30.8% | +43.7% | +47.4% |
| 1Y | +159.4% | +36.3% | +123.1% | +113.4% |
| 3Y | +361.6% | +145.0% | +216.6% | +167.1% |
| 5Y | +425.2% | +163.9% | +261.4% | +186.4% |
| 10Y | +3,645.0% | +305.8% | +3,339.2% | +1,481.1% |
| All | +281,108.8% | +6,746.8% | +274,361.9% | +20,199.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling