+290,000.8%
LRCX vs ADI
+36,130.1%
+253,870.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.6% | +3.5% | +4.0% |
| 7D | +1.9% | +0.4% | +1.5% | +1.7% |
| 30D | +0.1% | -3.8% | +3.9% | +3.0% |
| 3M | -8.5% | -15.3% | +6.8% | +5.2% |
| 6M | +38.1% | +6.7% | +31.4% | +35.0% |
| YTD | +80.1% | +34.8% | +45.3% | +49.1% |
| 1Y | +208.1% | +49.0% | +159.0% | +138.0% |
| 3Y | +350.2% | +108.1% | +242.1% | +177.4% |
| 5Y | +430.7% | +142.4% | +288.2% | +205.6% |
| 10Y | +3,633.2% | +589.9% | +3,043.3% | +1,028.9% |
| All | +290,000.8% | +36,130.1% | +253,870.7% | +12,583.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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