+3,076.5%
SPY vs LRCX
+71,838.7%
-68,762.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.2% | -4.7% | -1.3% |
| 7D | +0.5% | +10.4% | -9.9% | -1.3% |
| 30D | -0.9% | +2.9% | -3.9% | -1.7% |
| 3M | +3.9% | -1.2% | +5.1% | +2.5% |
| 6M | +14.5% | +60.9% | -46.3% | +2.5% |
| YTD | +12.9% | +87.5% | -74.6% | -2.4% |
| 1Y | +19.4% | +206.6% | -187.3% | -6.4% |
| 3Y | +78.5% | +392.1% | -313.6% | +25.4% |
| 5Y | +81.8% | +478.4% | -396.7% | +21.3% |
| 10Y | +311.5% | +3,821.0% | -3,509.5% | +90.5% |
| All | +3,076.5% | +71,838.7% | -68,762.2% | +708.6% |
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