+48.0%
LRCX vs AG
+7.9%
+40.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -0.9% | -2.5% |
| 7D | +12.7% | -10.0% | +22.7% | +16.7% |
| 30D | -21.3% | -10.5% | -10.8% | -18.2% |
| 3M | -32.9% | -27.3% | -5.6% | -26.1% |
| 6M | -23.4% | -43.0% | +19.6% | -11.3% |
| YTD | +32.4% | -17.9% | +50.3% | +33.9% |
| 1Y | +48.0% | +11.9% | +36.1% | +35.4% |
| All | +48.0% | +7.9% | +40.2% | +35.4% |
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