+2,520.1%
LRCX vs ADM
+133.7%
+2,386.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.7% | -6.1% | -4.5% |
| 7D | +12.7% | +4.2% | +8.5% | +10.7% |
| 30D | -21.3% | -12.8% | -8.4% | -16.7% |
| 3M | -32.9% | -8.5% | -24.4% | -31.1% |
| 6M | -23.4% | -10.9% | -12.5% | -20.7% |
| YTD | +32.4% | +29.4% | +3.0% | +13.4% |
| 1Y | +48.0% | +27.5% | +20.5% | +27.2% |
| 3Y | +243.9% | +10.3% | +233.6% | +200.5% |
| 5Y | +280.6% | +27.4% | +253.2% | +182.6% |
| All | +2,520.1% | +133.7% | +2,386.4% | +1,156.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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