+107.5%
SOXX vs LRCX
+176.8%
-69.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.8% |
| 7D | +1.4% | -3.1% | +4.5% | +3.3% |
| 30D | -3.6% | -8.6% | +5.0% | +1.7% |
| 3M | -10.2% | -17.7% | +7.5% | +0.6% |
| 6M | +54.2% | +36.4% | +17.9% | +27.8% |
| YTD | +75.2% | +74.5% | +0.7% | +23.7% |
| 1Y | +107.5% | +159.4% | -51.9% | +18.2% |
| All | +107.5% | +176.8% | -69.3% | +18.2% |
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