+20.0%
SPY vs LRCX
+216.8%
-196.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.1% | -5.5% | -1.1% |
| 7D | +0.1% | +1.9% | -1.8% | -0.2% |
| 30D | +0.1% | +0.1% | 0.0% | -0.1% |
| 3M | +2.0% | -8.5% | +10.5% | +1.8% |
| 6M | +13.0% | +38.1% | -25.1% | +5.0% |
| YTD | +13.5% | +80.1% | -66.5% | +0.5% |
| 1Y | +20.0% | +208.1% | -188.1% | -1.4% |
| All | +20.0% | +216.8% | -196.8% | -1.4% |
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