+376.3%
AMD vs LRCX
+470.7%
-94.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.2% | +1.7% | +2.6% |
| 7D | +10.0% | +10.4% | -0.4% | +1.8% |
| 30D | +4.6% | +2.9% | +1.7% | +1.7% |
| 3M | +3.1% | -1.2% | +4.3% | +1.7% |
| 6M | +162.8% | +60.9% | +102.0% | +75.3% |
| YTD | +136.2% | +87.5% | +48.6% | +36.0% |
| 1Y | +234.0% | +206.6% | +27.4% | +26.2% |
| 3Y | +376.7% | +392.1% | -15.4% | +12.0% |
| 5Y | +376.3% | +478.4% | -102.1% | -1.6% |
| All | +376.3% | +470.7% | -94.4% | -1.6% |
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