+14,911.3%
LRCX vs AGG
+96.1%
+14,815.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.7% | -5.0% | -5.7% |
| 7D | +1.8% | -0.9% | +2.8% | +1.7% |
| 30D | -4.3% | -1.0% | -3.3% | -4.4% |
| 3M | -7.3% | -1.3% | -6.0% | -7.5% |
| 6M | +38.6% | -2.1% | +40.6% | +38.0% |
| YTD | +74.4% | -1.2% | +75.7% | +74.0% |
| 1Y | +179.1% | -0.5% | +179.6% | +179.0% |
| 3Y | +357.7% | +12.4% | +345.2% | +369.7% |
| 5Y | +424.9% | -2.4% | +427.3% | +394.5% |
| 10Y | +3,642.4% | +14.3% | +3,628.0% | +3,958.0% |
| All | +14,911.3% | +96.1% | +14,815.1% | +25,546.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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