+3,549.0%
LRCX vs ALNY
+260.0%
+3,289.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | -3.1% | -6.5% | +3.5% | -2.2% |
| 30D | -8.6% | +11.0% | -19.6% | -10.0% |
| 3M | -17.7% | -14.1% | -3.6% | -17.5% |
| 6M | +36.4% | -22.4% | +58.7% | +38.6% |
| YTD | +74.5% | -37.5% | +112.0% | +83.2% |
| 1Y | +159.4% | -46.9% | +206.4% | +178.9% |
| 3Y | +361.6% | +22.1% | +339.5% | +320.2% |
| 5Y | +425.2% | +31.2% | +394.0% | +356.9% |
| All | +3,549.0% | +260.0% | +3,289.0% | +2,731.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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