+42.8%
LRCX vs AAL
+4.4%
+38.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +6.3% | -10.3% | -6.7% |
| 7D | -12.8% | +8.3% | -21.1% | -16.1% |
| 30D | -36.0% | +6.2% | -42.2% | -38.0% |
| 3M | -30.2% | -17.7% | -12.5% | -23.6% |
| 6M | -14.2% | +15.4% | -29.6% | -21.4% |
| YTD | +29.7% | -11.1% | +40.8% | +28.4% |
| 1Y | +42.8% | +7.7% | +35.1% | +24.1% |
| All | +42.8% | +4.4% | +38.4% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 1y: compounded portfolio wealth divided by compounded AAL 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…
1y analysis · Full analysis span regression · 6 months rolling