+290,000.8%
LRCX vs AA
+295.2%
+289,705.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.1% | +7.2% | +5.9% |
| 7D | +1.9% | -0.7% | +2.6% | +2.1% |
| 30D | +0.1% | +5.0% | -4.9% | -2.3% |
| 3M | -8.5% | -35.8% | +27.3% | +7.8% |
| 6M | +38.1% | -18.4% | +56.5% | +46.3% |
| YTD | +80.1% | -5.5% | +85.5% | +79.8% |
| 1Y | +208.1% | +61.0% | +147.1% | +148.7% |
| 3Y | +350.2% | +66.2% | +284.0% | +235.5% |
| 5Y | +430.7% | +11.4% | +419.3% | +312.0% |
| 10Y | +3,633.2% | +116.9% | +3,516.3% | +1,636.3% |
| All | +290,000.8% | +295.2% | +289,705.7% | +54,383.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling