+13,036.6%
LRCX vs A
+457.0%
+12,579.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.6% | +4.5% | +4.8% |
| 7D | +1.9% | -1.9% | +3.8% | +3.1% |
| 30D | +0.1% | +6.9% | -6.8% | -4.1% |
| 3M | -8.5% | +9.2% | -17.7% | -13.8% |
| 6M | +38.1% | +25.7% | +12.4% | +18.1% |
| YTD | +80.1% | +11.5% | +68.5% | +65.2% |
| 1Y | +208.1% | +18.4% | +189.7% | +172.3% |
| 3Y | +350.2% | +26.6% | +323.6% | +275.1% |
| 5Y | +430.7% | -12.8% | +443.5% | +446.4% |
| 10Y | +3,633.2% | +247.2% | +3,386.0% | +1,659.4% |
| All | +13,036.6% | +457.0% | +12,579.6% | +3,372.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling