+95.7%
QQQ vs LRCX
+421.1%
-325.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | -0.6% | -3.1% | +2.5% | +0.4% |
| 30D | -1.2% | -8.6% | +7.3% | +1.5% |
| 3M | -0.2% | -17.7% | +17.5% | +4.4% |
| 6M | +17.9% | +36.4% | -18.4% | +0.4% |
| YTD | +16.6% | +74.5% | -57.9% | -11.3% |
| 1Y | +23.0% | +159.4% | -136.5% | -21.3% |
| 3Y | +92.9% | +361.6% | -268.6% | -9.2% |
| All | +95.7% | +421.1% | -325.3% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LRCX.
Daily Out/Under-Performance
Portfolio return minus LRCX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LRCX 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 LRCX 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