+159.4%
LRCX vs AG
+110.7%
+48.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.9% | +3.0% | +0.9% |
| 7D | -3.1% | -6.7% | +3.7% | -1.1% |
| 30D | -8.6% | +2.2% | -10.7% | -9.6% |
| 3M | -17.7% | +15.7% | -33.4% | -22.0% |
| 6M | +36.4% | -23.8% | +60.1% | +40.9% |
| YTD | +74.5% | +17.6% | +56.9% | +62.2% |
| 1Y | +159.4% | +88.6% | +70.8% | +118.5% |
| All | +159.4% | +110.7% | +48.7% | +118.5% |
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