+304.3%
LRCX vs ALC
-10.6%
+314.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.2% | +8.2% | +7.0% |
| 7D | +6.5% | -6.3% | +12.8% | +9.6% |
| 30D | -23.8% | +12.6% | -36.4% | -28.8% |
| 3M | -24.2% | -3.8% | -20.3% | -23.6% |
| 6M | -20.2% | +16.8% | -37.0% | -28.9% |
| YTD | +38.2% | -7.6% | +45.8% | +40.1% |
| 1Y | +48.9% | -5.9% | +54.7% | +49.0% |
| 3Y | +252.8% | +0.6% | +252.2% | +221.4% |
| 5Y | +304.3% | -9.5% | +313.8% | +306.2% |
| All | +304.3% | -10.6% | +314.9% | +306.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 5y: compounded portfolio wealth divided by compounded ALC 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…
5y analysis · Full analysis span regression · 6 months rolling