+361.6%
LRCX vs AGI
+206.1%
+155.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.1% |
| 7D | -3.1% | -2.7% | -0.3% | -2.5% |
| 30D | -8.6% | +7.2% | -15.8% | -10.0% |
| 3M | -17.7% | +4.3% | -21.9% | -19.1% |
| 6M | +36.4% | -27.1% | +63.4% | +43.1% |
| YTD | +74.5% | -6.6% | +81.2% | +74.9% |
| 1Y | +159.4% | +9.5% | +149.9% | +151.8% |
| 3Y | +361.6% | +208.4% | +153.1% | +303.5% |
| All | +361.6% | +206.1% | +155.5% | +303.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 3y: compounded portfolio wealth divided by compounded AGI 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…
3y analysis · Full analysis span regression · 6 months rolling