+388.9%
LRCX vs A
+29.6%
+359.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -0.7% |
| 7D | +9.5% | -4.4% | +13.9% | +12.1% |
| 30D | +3.1% | -2.7% | +5.8% | +4.3% |
| 3M | -3.4% | +7.0% | -10.4% | -7.8% |
| 6M | +49.7% | +24.6% | +25.1% | +29.0% |
| YTD | +84.9% | +7.0% | +77.8% | +75.6% |
| 1Y | +200.8% | +15.6% | +185.3% | +171.6% |
| All | +388.9% | +29.6% | +359.3% | +326.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling