+1,321.9%
AMAT vs LRCX
+2,539.1%
-1,217.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.4% | +0.6% | +0.2% |
| 7D | +11.4% | +12.7% | -1.4% | +0.5% |
| 30D | -17.0% | -21.3% | +4.2% | +1.5% |
| 3M | -30.6% | -32.9% | +2.3% | -2.7% |
| 6M | -14.9% | -23.4% | +8.5% | +5.9% |
| YTD | +44.7% | +32.4% | +12.3% | +10.1% |
| 1Y | +66.9% | +48.0% | +18.9% | +14.3% |
| 3Y | +153.3% | +243.9% | -90.6% | -19.0% |
| 5Y | +146.2% | +280.6% | -134.4% | -29.4% |
| All | +1,321.9% | +2,539.1% | -1,217.2% | -22.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling