+3,549.0%
LRCX vs AA
+122.9%
+3,426.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -3.1% | -3.4% | +0.4% | -1.8% |
| 30D | -8.6% | -5.8% | -2.8% | -6.9% |
| 3M | -17.7% | -29.9% | +12.2% | -7.8% |
| 6M | +36.4% | -27.0% | +63.4% | +49.3% |
| YTD | +74.5% | -8.7% | +83.3% | +76.8% |
| 1Y | +159.4% | +50.6% | +108.8% | +120.9% |
| 3Y | +361.6% | +74.1% | +287.5% | +255.8% |
| 5Y | +425.2% | +2.6% | +422.6% | +339.0% |
| All | +3,549.0% | +122.9% | +3,426.2% | +1,735.5% |
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