+6,992.5%
LRCX vs AG
+439.9%
+6,552.6%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.0% | +5.2% | +4.3% |
| 7D | +10.4% | +4.5% | +5.9% | +9.7% |
| 30D | +2.9% | +12.9% | -9.9% | +1.0% |
| 3M | -1.2% | +20.9% | -22.1% | -3.9% |
| 6M | +60.9% | -19.5% | +80.4% | +64.2% |
| YTD | +87.5% | +24.8% | +62.7% | +80.1% |
| 1Y | +206.6% | +120.2% | +86.4% | +173.1% |
| 3Y | +392.1% | +279.0% | +113.1% | +298.2% |
| 5Y | +478.4% | +67.9% | +410.5% | +398.9% |
| 10Y | +3,821.0% | +57.5% | +3,763.5% | +3,025.1% |
| All | +6,992.5% | +439.9% | +6,552.6% | +3,275.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling