+286.2%
LRCX vs USB
+25.6%
+260.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | -3.6% | +1.4% | -5.0% | -4.1% |
| 30D | -30.3% | +6.4% | -36.7% | -32.4% |
| 3M | -27.3% | -4.5% | -22.9% | -25.8% |
| 6M | -24.2% | +11.4% | -35.6% | -28.9% |
| YTD | +30.3% | +17.1% | +13.2% | +19.4% |
| 1Y | +34.3% | +32.6% | +1.7% | +15.8% |
| 3Y | +232.6% | +101.8% | +130.8% | +133.1% |
| 5Y | +286.2% | +25.1% | +261.1% | +261.1% |
| All | +286.2% | +25.6% | +260.6% | +261.1% |
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 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