+125,387.6%
AAPL vs LRCX
+293,982.2%
-168,594.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -5.6% | +9.2% | +5.0% |
| 7D | -0.5% | +1.8% | -2.3% | -1.2% |
| 30D | +7.1% | -4.3% | +11.4% | +7.7% |
| 3M | +12.1% | -7.3% | +19.4% | +10.5% |
| 6M | +25.4% | +38.6% | -13.1% | +9.8% |
| YTD | +20.5% | +74.4% | -54.0% | -2.0% |
| 1Y | +44.5% | +179.1% | -134.6% | +2.7% |
| 3Y | +85.8% | +357.7% | -271.9% | +11.5% |
| 5Y | +124.8% | +424.9% | -300.1% | +26.8% |
| 10Y | +1,284.7% | +3,642.4% | -2,357.7% | +349.9% |
| All | +125,387.6% | +293,982.2% | -168,594.6% | +13,198.2% |
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 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