+392.1%
LRCX vs ALHC
+141.7%
+250.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.7% | +4.2% |
| 7D | +10.4% | -1.0% | +11.4% | +10.4% |
| 30D | +2.9% | -6.3% | +9.2% | +3.0% |
| 3M | -1.2% | -12.3% | +11.1% | -0.8% |
| 6M | +60.9% | -27.0% | +87.9% | +61.6% |
| YTD | +87.5% | -31.8% | +119.4% | +88.5% |
| 1Y | +206.6% | -17.0% | +223.7% | +208.2% |
| 3Y | +392.1% | +159.8% | +232.2% | +404.4% |
| All | +392.1% | +141.7% | +250.4% | +404.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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