+361.3%
LRCX vs AAL
-8.3%
+369.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.7% | -4.9% | -5.4% |
| 7D | +1.8% | -0.9% | +2.8% | +2.2% |
| 30D | -4.3% | -16.0% | +11.7% | +2.0% |
| 3M | -7.3% | -4.2% | -3.1% | -6.1% |
| 6M | +38.6% | +15.7% | +22.9% | +31.1% |
| YTD | +74.4% | -16.2% | +90.6% | +82.0% |
| 1Y | +179.1% | +0.2% | +178.9% | +173.7% |
| All | +361.3% | -8.3% | +369.6% | +299.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling