+127.8%
AAPL vs LRCX
+421.1%
-293.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | +3.8% | -3.1% | +6.9% | +4.5% |
| 30D | +9.9% | -8.6% | +18.5% | +11.8% |
| 3M | +12.5% | -17.7% | +30.2% | +14.6% |
| 6M | +27.6% | +36.4% | -8.7% | +9.7% |
| YTD | +22.6% | +74.5% | -52.0% | -4.4% |
| 1Y | +45.0% | +159.4% | -114.5% | -2.8% |
| 3Y | +87.8% | +361.6% | -273.8% | -5.5% |
| All | +127.8% | +421.1% | -293.3% | +2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling