+220,578.7%
LRCX vs AA
+220.7%
+220,358.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.3% |
| 7D | +26.2% | +5.3% | +20.9% | +24.0% |
| 30D | -22.4% | -2.3% | -20.1% | -21.2% |
| 3M | -28.2% | -20.8% | -7.4% | -21.4% |
| 6M | -19.0% | -39.8% | +20.8% | -2.1% |
| YTD | +37.0% | -23.3% | +60.3% | +48.8% |
| 1Y | +45.5% | +1.8% | +43.7% | +41.6% |
| 3Y | +249.7% | +69.5% | +180.1% | +162.2% |
| 5Y | +293.9% | -18.0% | +311.8% | +252.1% |
| 10Y | +2,639.6% | +45.7% | +2,594.0% | +1,413.3% |
| All | +220,578.7% | +220.7% | +220,358.0% | +44,990.1% |
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