+201.5%
AMD vs LRCX
+245.7%
-44.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +8.2% | +2.8% | +4.4% |
| 7D | -11.0% | -16.2% | +5.1% | +3.0% |
| 30D | -30.5% | -39.2% | +8.7% | +3.8% |
| 3M | -8.2% | -34.4% | +26.2% | +27.3% |
| 6M | +6.6% | -32.4% | +39.0% | +42.2% |
| YTD | +109.7% | +17.4% | +92.2% | +74.4% |
| 1Y | +88.9% | +24.2% | +64.8% | +49.3% |
| 3Y | +301.8% | +221.6% | +80.3% | +30.4% |
| All | +201.5% | +245.7% | -44.1% | -5.4% |
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