+2,664.2%
LRCX vs USB
+84.9%
+2,579.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.1% | +6.1% |
| 7D | +6.5% | -0.5% | +7.1% | +7.1% |
| 30D | -23.8% | +5.7% | -29.5% | -26.2% |
| 3M | -24.2% | -4.7% | -19.5% | -22.4% |
| 6M | -20.2% | +13.4% | -33.6% | -26.4% |
| YTD | +38.2% | +17.0% | +21.2% | +25.4% |
| 1Y | +48.9% | +32.4% | +16.5% | +26.1% |
| 3Y | +252.8% | +101.7% | +151.2% | +132.0% |
| 5Y | +304.3% | +24.4% | +279.9% | +241.8% |
| 10Y | +2,664.2% | +83.6% | +2,580.6% | +1,758.0% |
| All | +2,664.2% | +84.9% | +2,579.4% | +1,758.0% |
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