+9,557.0%
LRCX vs A
+543.3%
+9,013.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -20.8% |
| 3M | -32.9% | +16.7% | -49.6% | -38.8% |
| 6M | -23.4% | +54.8% | -78.2% | -42.0% |
| YTD | +32.4% | +28.8% | +3.6% | +11.6% |
| 1Y | +48.0% | +19.3% | +28.7% | +30.6% |
| 3Y | +243.9% | +65.5% | +178.4% | +145.8% |
| 5Y | +280.6% | +12.1% | +268.5% | +238.9% |
| 10Y | +2,547.5% | +305.4% | +2,242.1% | +1,042.7% |
| All | +9,557.0% | +543.3% | +9,013.7% | +2,246.9% |
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