+2,479.7%
LRCX vs USB
+94.3%
+2,385.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.5% | +7.9% | +9.0% |
| 7D | -2.7% | +0.8% | -3.5% | -2.9% |
| 30D | -30.6% | +6.8% | -37.4% | -33.2% |
| 3M | -28.8% | -3.8% | -25.1% | -27.5% |
| 6M | -24.6% | +11.7% | -36.3% | -29.9% |
| YTD | +29.7% | +17.5% | +12.2% | +17.4% |
| 1Y | +39.5% | +33.8% | +5.8% | +17.5% |
| 3Y | +248.9% | +104.2% | +144.7% | +128.0% |
| 5Y | +274.3% | +26.4% | +247.9% | +213.5% |
| 10Y | +2,479.7% | +89.2% | +2,390.5% | +1,693.1% |
| All | +2,479.7% | +94.3% | +2,385.5% | +1,693.1% |
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