+243.9%
LRCX vs A
+64.5%
+179.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.5% | -3.9% | -3.7% |
| 7D | +12.7% | -0.5% | +13.2% | +13.1% |
| 30D | -21.3% | 0.0% | -21.2% | -20.7% |
| 3M | -32.9% | +16.7% | -49.6% | -38.4% |
| 6M | -23.4% | +54.8% | -78.2% | -41.7% |
| YTD | +32.4% | +28.8% | +3.6% | +13.6% |
| 1Y | +48.0% | +19.3% | +28.7% | +33.5% |
| 3Y | +243.9% | +65.5% | +178.4% | +181.2% |
| All | +243.9% | +64.5% | +179.4% | +181.2% |
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