+3,866.3%
LRCX vs ALK
-39.2%
+3,905.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.0% |
| 7D | +9.5% | -3.0% | +12.5% | +10.8% |
| 30D | +3.1% | -14.6% | +17.7% | +9.6% |
| 3M | -3.4% | -10.6% | +7.2% | +0.7% |
| 6M | +49.7% | -6.7% | +56.4% | +51.9% |
| YTD | +84.9% | -19.8% | +104.6% | +98.1% |
| 1Y | +200.8% | -35.2% | +236.0% | +247.4% |
| 3Y | +385.1% | +1.4% | +383.7% | +337.3% |
| 5Y | +460.5% | -30.7% | +491.1% | +479.1% |
| 10Y | +3,866.3% | -37.4% | +3,903.6% | +3,485.7% |
| All | +3,866.3% | -39.2% | +3,905.5% | +3,485.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling