+23,779.4%
LRCX vs AGI
+5,453.2%
+18,326.2%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -1.5% |
| 7D | +9.5% | +2.2% | +7.3% | +9.3% |
| 30D | +3.1% | +11.3% | -8.2% | +2.2% |
| 3M | -3.4% | +5.6% | -9.0% | -4.0% |
| 6M | +49.7% | -27.7% | +77.4% | +52.8% |
| YTD | +84.9% | -4.1% | +88.9% | +84.5% |
| 1Y | +200.8% | +13.8% | +187.0% | +196.3% |
| 3Y | +385.1% | +217.0% | +168.0% | +342.9% |
| 5Y | +460.5% | +404.3% | +56.2% | +393.6% |
| 10Y | +3,866.3% | +400.5% | +3,465.8% | +3,282.4% |
| All | +23,779.4% | +5,453.2% | +18,326.2% | +20,080.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling