+3,821.0%
LRCX vs ALLE
+148.2%
+3,672.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.8% | +4.7% |
| 7D | +10.4% | +2.8% | +7.6% | +8.1% |
| 30D | +2.9% | -7.6% | +10.5% | +9.0% |
| 3M | -1.2% | +22.8% | -23.9% | -16.8% |
| 6M | +60.9% | +4.6% | +56.3% | +52.9% |
| YTD | +87.5% | -1.2% | +88.8% | +84.1% |
| 1Y | +206.6% | -9.1% | +215.8% | +220.7% |
| 3Y | +392.1% | +50.0% | +342.1% | +235.8% |
| 5Y | +478.4% | +15.2% | +463.2% | +381.6% |
| 10Y | +3,821.0% | +151.1% | +3,669.9% | +1,796.5% |
| All | +3,821.0% | +148.2% | +3,672.8% | +1,796.5% |
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