+446.3%
LRCX vs USB
+40.0%
+406.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.2% |
| 7D | +1.9% | +1.4% | +0.5% | +1.2% |
| 30D | +0.1% | -1.3% | +1.4% | +0.7% |
| 3M | -8.5% | +15.2% | -23.7% | -15.1% |
| 6M | +38.1% | +18.8% | +19.2% | +26.3% |
| YTD | +80.1% | +21.0% | +59.1% | +63.0% |
| 1Y | +208.1% | +34.0% | +174.0% | +165.3% |
| 3Y | +350.2% | +95.3% | +254.9% | +221.0% |
| All | +446.3% | +40.0% | +406.3% | +358.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling