+478.4%
LRCX vs ALLY
-0.2%
+478.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.3% | +7.5% | +5.9% |
| 7D | +10.4% | +1.0% | +9.4% | +9.7% |
| 30D | +2.9% | -3.3% | +6.2% | +4.6% |
| 3M | -1.2% | +0.5% | -1.6% | -1.4% |
| 6M | +60.9% | +12.6% | +48.3% | +50.9% |
| YTD | +87.5% | -4.7% | +92.2% | +91.3% |
| 1Y | +206.6% | +5.2% | +201.4% | +196.4% |
| 3Y | +392.1% | +66.5% | +325.6% | +266.4% |
| 5Y | +478.4% | +0.2% | +478.2% | +449.4% |
| All | +478.4% | -0.2% | +478.7% | +449.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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