+30.8%
SOXX vs LRCX
+18.1%
+12.7%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -70.7% | -16.4% | -54.4% | -60.1% |
| 7D | -23.0% | -27.2% | +4.2% | +11.5% |
| 30D | -32.9% | -44.5% | +11.7% | +15.1% |
| 3M | -25.3% | -39.7% | +14.4% | +20.6% |
| 6M | -17.8% | -32.7% | +15.0% | +24.7% |
| YTD | +32.1% | +8.5% | +23.6% | +49.2% |
| 1Y | +30.8% | +12.7% | +18.1% | +44.1% |
| All | +30.8% | +18.1% | +12.7% | +44.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling