+42.8%
LRCX vs AG
+29.4%
+13.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +9.1% | -13.2% | -6.9% |
| 7D | -12.8% | -2.6% | -10.2% | -12.2% |
| 30D | -36.0% | -12.1% | -23.9% | -33.4% |
| 3M | -30.2% | -6.6% | -23.6% | -29.7% |
| 6M | -14.2% | -20.5% | +6.2% | -10.2% |
| YTD | +29.7% | -7.4% | +37.2% | +28.3% |
| 1Y | +42.8% | +33.4% | +9.4% | +30.4% |
| All | +42.8% | +29.4% | +13.4% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling