+243.9%
LRCX vs ALB
-14.4%
+258.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.4% | -2.0% | -3.0% |
| 7D | +12.7% | -5.8% | +18.5% | +14.6% |
| 30D | -21.3% | -4.5% | -16.7% | -20.5% |
| 3M | -32.9% | -28.1% | -4.8% | -27.0% |
| 6M | -23.4% | -53.2% | +29.8% | -6.3% |
| YTD | +32.4% | -33.3% | +65.7% | +44.3% |
| 1Y | +48.0% | -17.4% | +65.5% | +52.0% |
| 3Y | +243.9% | -14.1% | +258.1% | +210.1% |
| All | +243.9% | -14.4% | +258.4% | +210.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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