+9,751.3%
LRCX vs V
+2,773.8%
+6,977.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.1% | +5.7% |
| 7D | +1.9% | -1.7% | +3.6% | +3.0% |
| 30D | +0.1% | +2.0% | -1.9% | -1.5% |
| 3M | -8.5% | +17.4% | -25.8% | -19.0% |
| 6M | +38.1% | +17.5% | +20.6% | +20.7% |
| YTD | +80.1% | +7.6% | +72.5% | +66.5% |
| 1Y | +208.1% | +7.7% | +200.3% | +183.5% |
| 3Y | +350.2% | +54.7% | +295.6% | +222.7% |
| 5Y | +430.7% | +73.0% | +357.6% | +252.2% |
| 10Y | +3,633.2% | +390.9% | +3,242.4% | +1,323.3% |
| All | +9,751.3% | +2,773.8% | +6,977.5% | +1,405.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling