+227.3%
LRCX vs AMRZ
-20.1%
+247.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -3.1% | -7.5% | +4.5% | 0.0% |
| 30D | -8.6% | -12.4% | +3.9% | -3.6% |
| 3M | -17.7% | -22.4% | +4.7% | -9.5% |
| 6M | +36.4% | -29.5% | +65.9% | +55.8% |
| YTD | +74.5% | -24.1% | +98.7% | +94.0% |
| 1Y | +159.4% | -26.3% | +185.7% | +184.1% |
| All | +227.3% | -20.1% | +247.4% | +251.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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