+6,938.6%
LRCX vs ALLE
+260.9%
+6,677.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.1% | +4.4% |
| 7D | +1.9% | -0.2% | +2.1% | +2.1% |
| 30D | +0.1% | -6.8% | +6.9% | +5.1% |
| 3M | -8.5% | +21.0% | -29.5% | -21.6% |
| 6M | +38.1% | +1.1% | +37.0% | +35.1% |
| YTD | +80.1% | -0.5% | +80.6% | +76.1% |
| 1Y | +208.1% | -7.3% | +215.3% | +217.0% |
| 3Y | +350.2% | +42.3% | +308.0% | +227.2% |
| 5Y | +430.7% | +13.5% | +417.2% | +352.0% |
| 10Y | +3,633.2% | +144.0% | +3,489.2% | +1,773.5% |
| All | +6,938.6% | +260.9% | +6,677.7% | +2,776.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling