+455.8%
LRCX vs ALHC
-28.9%
+484.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.2% | +5.1% |
| 7D | +1.9% | -0.6% | +2.5% | +2.0% |
| 30D | +0.1% | -1.0% | +1.1% | +0.1% |
| 3M | -8.5% | -10.2% | +1.7% | -8.4% |
| 6M | +38.1% | -28.3% | +66.3% | +40.5% |
| YTD | +80.1% | -31.4% | +111.5% | +83.8% |
| 1Y | +208.1% | -16.9% | +225.0% | +208.1% |
| 3Y | +350.2% | +135.5% | +214.7% | +271.9% |
| 5Y | +430.7% | -33.6% | +464.3% | +388.8% |
| All | +455.8% | -28.9% | +484.8% | +377.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling