+1,561.5%
QQQ vs LRCX
+33,917.2%
-32,355.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | -0.6% | -3.1% | +2.5% | +0.5% |
| 30D | -1.2% | -8.6% | +7.3% | +1.6% |
| 3M | -0.2% | -17.7% | +17.5% | +4.4% |
| 6M | +17.9% | +36.4% | -18.4% | +0.9% |
| YTD | +16.6% | +74.5% | -57.9% | -10.2% |
| 1Y | +23.0% | +159.4% | -136.5% | -19.1% |
| 3Y | +92.9% | +361.6% | -268.6% | -2.2% |
| 5Y | +95.6% | +425.2% | -329.6% | -9.0% |
| 10Y | +570.4% | +3,645.0% | -3,074.6% | +36.5% |
| All | +1,561.5% | +33,917.2% | -32,355.7% | +14.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling