+29.9%
AAPL vs LRCX
+42.9%
-13.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -4.0% | +9.3% | +5.2% |
| 7D | +1.7% | -12.8% | +14.4% | +1.4% |
| 30D | +5.0% | -36.0% | +41.0% | +4.4% |
| 3M | +13.1% | -30.2% | +43.3% | +12.5% |
| 6M | +26.5% | -14.2% | +40.7% | +21.8% |
| YTD | +28.9% | +29.7% | -0.8% | +21.4% |
| 1Y | +29.9% | +42.8% | -12.9% | +21.5% |
| All | +29.9% | +42.9% | -13.0% | +21.5% |
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 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