+3,546.5%
LRCX vs A
+247.2%
+3,299.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.1% | -4.5% | -4.8% |
| 7D | +1.8% | -4.6% | +6.4% | +5.3% |
| 30D | -4.3% | -4.3% | 0.0% | -1.6% |
| 3M | -7.3% | +8.9% | -16.3% | -14.0% |
| 6M | +38.6% | +24.5% | +14.0% | +13.9% |
| YTD | +74.4% | +5.8% | +68.6% | +62.5% |
| 1Y | +179.1% | +16.2% | +162.9% | +140.9% |
| 3Y | +357.7% | +28.5% | +329.2% | +249.1% |
| 5Y | +424.9% | -16.3% | +441.2% | +459.0% |
| All | +3,546.5% | +247.2% | +3,299.3% | +1,297.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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