+297,723.7%
LRCX vs AFL
+18,474.8%
+279,248.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.3% |
| 7D | +9.5% | -2.1% | +11.7% | +10.4% |
| 30D | +3.1% | -5.4% | +8.5% | +5.2% |
| 3M | -3.4% | -0.3% | -3.1% | -4.1% |
| 6M | +49.7% | +5.2% | +44.5% | +44.9% |
| YTD | +84.9% | +5.7% | +79.2% | +78.3% |
| 1Y | +200.8% | +10.2% | +190.6% | +184.4% |
| 3Y | +385.1% | +63.4% | +321.6% | +285.7% |
| 5Y | +460.5% | +133.0% | +327.5% | +288.2% |
| 10Y | +3,866.3% | +299.5% | +3,566.7% | +2,129.3% |
| All | +297,723.7% | +18,474.8% | +279,248.9% | +42,710.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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