+1,607.1%
AMAT vs LRCX
+3,685.3%
-2,078.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.6% | +2.5% | +1.8% |
| 7D | +4.2% | +1.8% | +2.3% | +2.4% |
| 30D | -13.5% | -4.3% | -9.2% | -10.6% |
| 3M | -8.6% | -7.3% | -1.2% | -2.8% |
| 6M | +31.6% | +38.6% | -7.0% | -2.2% |
| YTD | +77.3% | +74.4% | +2.9% | +6.9% |
| 1Y | +179.4% | +179.1% | +0.2% | +9.9% |
| 3Y | +215.0% | +357.7% | -142.6% | -20.9% |
| 5Y | +245.8% | +424.9% | -179.1% | -24.2% |
| All | +1,607.1% | +3,685.3% | -2,078.2% | -25.7% |
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