+460.5%
LRCX vs TT
+143.3%
+317.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | +9.5% | +1.4% | +8.1% | +8.2% |
| 30D | +3.1% | -6.7% | +9.7% | +9.4% |
| 3M | -3.4% | -5.4% | +2.0% | +2.3% |
| 6M | +49.7% | +4.4% | +45.3% | +47.2% |
| YTD | +84.9% | +14.9% | +69.9% | +67.8% |
| 1Y | +200.8% | +9.3% | +191.6% | +184.9% |
| 3Y | +385.1% | +121.7% | +263.3% | +159.3% |
| 5Y | +460.5% | +148.2% | +312.3% | +137.7% |
| All | +460.5% | +143.3% | +317.2% | +137.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 5y: compounded portfolio wealth divided by compounded TT 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…
5y analysis · Full analysis span regression · 6 months rolling