+2,547.4%
LRCX vs ALLE
+217.2%
+2,330.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.9% |
| 7D | -3.6% | +0.1% | -3.7% | -3.3% |
| 30D | -30.3% | +25.9% | -56.2% | -42.1% |
| 3M | -27.3% | +14.9% | -42.2% | -35.7% |
| 6M | -24.2% | +42.1% | -66.3% | -43.8% |
| YTD | +30.3% | +20.4% | +9.9% | +8.4% |
| 1Y | +34.3% | +14.9% | +19.4% | +15.9% |
| 3Y | +232.6% | +90.1% | +142.5% | +85.8% |
| 5Y | +286.2% | +53.0% | +233.2% | +153.9% |
| 10Y | +2,547.4% | +208.8% | +2,338.6% | +996.0% |
| All | +2,547.4% | +217.2% | +2,330.2% | +996.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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