+3,549.0%
LRCX vs AAL
-63.7%
+3,612.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.2% | -0.3% |
| 7D | -3.1% | -0.9% | -2.2% | -2.8% |
| 30D | -8.6% | -12.9% | +4.3% | -4.4% |
| 3M | -17.7% | -11.2% | -6.5% | -14.9% |
| 6M | +36.4% | +17.8% | +18.5% | +28.9% |
| YTD | +74.5% | -15.1% | +89.7% | +81.7% |
| 1Y | +159.4% | +0.5% | +159.0% | +155.6% |
| 3Y | +361.6% | -7.7% | +369.3% | +340.3% |
| 5Y | +425.2% | -31.3% | +456.6% | +430.9% |
| All | +3,549.0% | -63.7% | +3,612.8% | +4,025.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling