+2,520.1%
LRCX vs AA
+42.1%
+2,478.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.8% | -1.6% | -2.8% |
| 7D | +12.7% | +0.5% | +12.2% | +12.6% |
| 30D | -21.3% | -0.6% | -20.7% | -20.7% |
| 3M | -32.9% | -19.7% | -13.2% | -27.5% |
| 6M | -23.4% | -41.6% | +18.2% | -8.3% |
| YTD | +32.4% | -24.6% | +57.0% | +43.7% |
| 1Y | +48.0% | +4.9% | +43.2% | +43.6% |
| 3Y | +243.9% | +66.8% | +177.1% | +171.8% |
| 5Y | +280.6% | -19.4% | +300.0% | +250.7% |
| All | +2,520.1% | +42.1% | +2,478.0% | +1,409.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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