-32.7%
LRCX vs USB
+9.6%
-42.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -2.1% | -14.3% | -16.4% |
| 7D | -27.2% | -1.5% | -25.7% | -27.0% |
| 30D | -44.5% | +4.3% | -48.8% | -44.1% |
| 3M | -39.7% | -6.1% | -33.6% | -38.7% |
| 6M | -32.7% | +9.4% | -42.1% | -30.2% |
| All | -32.7% | +9.6% | -42.3% | -30.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling