+31,674.6%
AVGO vs LRCX
+11,640.1%
+20,034.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.6% | +4.7% | +2.2% |
| 7D | +1.0% | +1.8% | -0.8% | -0.2% |
| 30D | -13.3% | -4.3% | -9.0% | -11.6% |
| 3M | -2.9% | -7.3% | +4.5% | -3.2% |
| 6M | +5.7% | +38.6% | -32.8% | -17.9% |
| YTD | +4.6% | +74.4% | -69.8% | -30.6% |
| 1Y | -1.6% | +179.1% | -180.8% | -51.3% |
| 3Y | +336.2% | +357.7% | -21.5% | +62.4% |
| 5Y | +695.6% | +424.9% | +270.8% | +159.7% |
| 10Y | +2,827.6% | +3,642.4% | -814.8% | +171.3% |
| All | +31,674.6% | +11,640.1% | +20,034.5% | +1,431.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling