+42.8%
LRCX vs V
+30.8%
+12.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.8% | -7.9% | -2.1% |
| 7D | -12.8% | +9.0% | -21.7% | -8.8% |
| 30D | -36.0% | +18.1% | -54.1% | -30.7% |
| 3M | -30.2% | +18.3% | -48.6% | -24.3% |
| 6M | -14.2% | +34.1% | -48.3% | -4.2% |
| YTD | +29.7% | +25.2% | +4.5% | +51.2% |
| 1Y | +42.8% | +29.3% | +13.5% | +70.3% |
| All | +42.8% | +30.8% | +12.0% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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