+478.4%
LRCX vs ALK
-28.9%
+507.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.1% | +7.2% | +5.5% |
| 7D | +10.4% | +0.1% | +10.3% | +10.3% |
| 30D | +2.9% | -18.5% | +21.4% | +11.8% |
| 3M | -1.2% | -3.6% | +2.4% | -0.2% |
| 6M | +60.9% | -3.7% | +64.5% | +61.0% |
| YTD | +87.5% | -19.0% | +106.5% | +99.9% |
| 1Y | +206.6% | -36.0% | +242.7% | +255.9% |
| 3Y | +392.1% | +2.3% | +389.8% | +330.3% |
| 5Y | +478.4% | -27.8% | +506.2% | +487.5% |
| All | +478.4% | -28.9% | +507.3% | +487.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling