+45.5%
LRCX vs USB
+31.5%
+14.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.7% |
| 7D | +26.2% | +1.2% | +25.0% | +25.5% |
| 30D | -22.4% | +6.3% | -28.7% | -24.5% |
| 3M | -28.2% | -6.1% | -22.1% | -25.3% |
| 6M | -19.0% | +13.0% | -32.0% | -26.2% |
| YTD | +37.0% | +16.6% | +20.4% | +17.2% |
| 1Y | +45.5% | +31.1% | +14.4% | +15.1% |
| All | +45.5% | +31.5% | +14.0% | +15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling