+5,333.9%
LRCX vs ALLY
+98.6%
+5,235.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.6% | +4.5% | +5.3% |
| 7D | +6.5% | -2.8% | +9.3% | +8.1% |
| 30D | -23.8% | +1.9% | -25.7% | -24.7% |
| 3M | -24.2% | -12.1% | -12.1% | -19.6% |
| 6M | -20.2% | -9.0% | -11.2% | -16.8% |
| YTD | +38.2% | -12.9% | +51.1% | +46.8% |
| 1Y | +48.9% | -0.1% | +49.0% | +47.8% |
| 3Y | +252.8% | +64.6% | +188.2% | +166.2% |
| 5Y | +304.3% | -10.1% | +314.4% | +295.4% |
| 10Y | +2,664.2% | +176.7% | +2,487.6% | +1,375.1% |
| All | +5,333.9% | +98.6% | +5,235.3% | +3,142.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling