+174,721.3%
LRCX vs USB
+8,119.9%
+166,601.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -2.1% | -14.3% | -15.5% |
| 7D | -27.2% | -1.5% | -25.7% | -26.7% |
| 30D | -44.5% | +4.3% | -48.8% | -45.6% |
| 3M | -39.7% | -6.1% | -33.6% | -38.2% |
| 6M | -32.7% | +9.4% | -42.1% | -35.8% |
| YTD | +8.5% | +15.2% | -6.7% | +1.5% |
| 1Y | +12.7% | +32.8% | -20.0% | -0.7% |
| 3Y | +199.4% | +91.3% | +108.2% | +124.1% |
| 5Y | +219.0% | +22.7% | +196.3% | +180.2% |
| 10Y | +2,127.2% | +97.0% | +2,030.2% | +1,470.5% |
| All | +174,721.3% | +8,119.9% | +166,601.4% | +33,460.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling