+213,159.2%
LRCX vs ADI
+39,702.6%
+173,456.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.8% | -0.6% | -1.4% |
| 7D | +12.7% | +9.5% | +3.2% | +5.9% |
| 30D | -21.3% | -1.4% | -19.9% | -19.4% |
| 3M | -32.9% | +4.7% | -37.6% | -34.0% |
| 6M | -23.4% | -7.4% | -16.0% | -16.4% |
| YTD | +32.4% | +48.1% | -15.7% | +4.0% |
| 1Y | +48.0% | +69.6% | -21.6% | +5.8% |
| 3Y | +243.9% | +144.4% | +99.6% | +91.8% |
| 5Y | +280.6% | +134.1% | +146.5% | +127.6% |
| 10Y | +2,547.5% | +632.8% | +1,914.8% | +678.1% |
| All | +213,159.2% | +39,702.6% | +173,456.6% | +8,750.2% |
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