+268.9%
AMAT vs LRCX
+470.7%
-201.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.2% | -0.2% | +0.4% |
| 7D | +7.0% | +10.4% | -3.4% | -1.9% |
| 30D | -12.2% | +2.9% | -15.1% | -14.7% |
| 3M | -3.8% | -1.2% | -2.7% | -3.2% |
| 6M | +45.9% | +60.9% | -14.9% | -4.5% |
| YTD | +84.6% | +87.5% | -2.9% | +4.8% |
| 1Y | +193.4% | +206.6% | -13.3% | +6.2% |
| 3Y | +228.1% | +392.1% | -164.0% | -23.2% |
| 5Y | +268.9% | +478.4% | -209.5% | -25.1% |
| All | +268.9% | +470.7% | -201.8% | -25.1% |
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