+416.0%
LRCX vs V
+70.6%
+345.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.4% |
| 7D | -3.1% | -1.2% | -1.8% | -2.4% |
| 30D | -8.6% | +3.1% | -11.6% | -10.4% |
| 3M | -17.7% | +16.3% | -34.0% | -26.5% |
| 6M | +36.4% | +20.4% | +16.0% | +17.0% |
| YTD | +74.5% | +6.3% | +68.3% | +64.0% |
| 1Y | +159.4% | +8.7% | +150.7% | +138.6% |
| 3Y | +361.6% | +53.3% | +308.3% | +217.5% |
| All | +416.0% | +70.6% | +345.4% | +210.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling