+290,000.9%
LRCX vs ALK
+839.9%
+289,161.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.5% | +3.6% | +4.6% |
| 7D | +1.9% | -0.7% | +2.6% | +2.1% |
| 30D | +0.1% | -19.2% | +19.3% | +7.6% |
| 3M | -8.5% | -1.5% | -7.0% | -8.3% |
| 6M | +38.1% | -13.1% | +51.1% | +43.7% |
| YTD | +80.1% | -16.4% | +96.5% | +89.2% |
| 1Y | +208.1% | -33.1% | +241.1% | +246.4% |
| 3Y | +350.2% | +0.6% | +349.6% | +318.6% |
| 5Y | +430.7% | -26.4% | +457.1% | +442.5% |
| 10Y | +3,633.2% | -34.2% | +3,667.4% | +3,479.7% |
| All | +290,000.9% | +839.9% | +289,161.0% | +66,908.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling