+3,549.0%
LRCX vs AMGN
+206.2%
+3,342.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.7% |
| 7D | -3.1% | -13.7% | +10.6% | +3.3% |
| 30D | -8.6% | -8.8% | +0.2% | -5.5% |
| 3M | -17.7% | +7.2% | -24.9% | -22.1% |
| 6M | +36.4% | +1.3% | +35.1% | +32.8% |
| YTD | +74.5% | +17.6% | +56.9% | +56.8% |
| 1Y | +159.4% | +37.2% | +122.3% | +114.3% |
| 3Y | +361.6% | +57.7% | +303.8% | +240.3% |
| 5Y | +425.2% | +106.3% | +319.0% | +221.0% |
| All | +3,549.0% | +206.2% | +3,342.9% | +1,776.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMGN.
Daily Out/Under-Performance
Portfolio return minus AMGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMGN 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 AMGN 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