+460.5%
LRCX vs ALHC
-27.5%
+488.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.8% | -1.1% |
| 7D | +9.5% | -4.1% | +13.7% | +10.0% |
| 30D | +3.1% | -5.4% | +8.5% | +3.5% |
| 3M | -3.4% | -32.1% | +28.7% | -0.6% |
| 6M | +49.7% | -28.5% | +78.2% | +52.2% |
| YTD | +84.9% | -34.0% | +118.9% | +89.1% |
| 1Y | +200.8% | -20.9% | +221.8% | +202.2% |
| 3Y | +385.1% | +151.5% | +233.5% | +297.0% |
| 5Y | +460.5% | -28.8% | +489.3% | +387.9% |
| All | +460.5% | -27.5% | +488.0% | +387.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling