+2,224.6%
LRCX vs USB
+92.8%
+2,131.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.5% | +8.7% | +8.5% |
| 7D | -16.2% | 0.0% | -16.2% | -16.1% |
| 30D | -39.2% | +5.8% | -45.0% | -41.2% |
| 3M | -34.4% | -6.0% | -28.4% | -32.4% |
| 6M | -32.4% | +7.8% | -40.2% | -35.9% |
| YTD | +17.4% | +14.6% | +2.8% | +7.7% |
| 1Y | +24.2% | +31.8% | -7.6% | +5.4% |
| 3Y | +221.6% | +91.5% | +130.0% | +117.7% |
| 5Y | +245.2% | +22.0% | +223.2% | +194.7% |
| All | +2,224.6% | +92.8% | +2,131.7% | +1,592.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling