+41.0%
SMH vs LRCX
+41.3%
-0.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.6% | +3.2% | +0.8% |
| 7D | +1.4% | +1.8% | -0.4% | +0.2% |
| 30D | -2.2% | -4.3% | +2.1% | -0.2% |
| 3M | -1.9% | -7.3% | +5.5% | +0.5% |
| 6M | +41.0% | +38.6% | +2.5% | +15.5% |
| All | +41.0% | +41.3% | -0.3% | +15.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling