+2,520.1%
LRCX vs APA
+8.7%
+2,511.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.6% | -5.0% | -3.7% |
| 7D | +12.7% | +8.5% | +4.2% | +10.9% |
| 30D | -21.3% | +2.8% | -24.0% | -21.7% |
| 3M | -32.9% | +21.7% | -54.6% | -35.8% |
| 6M | -23.4% | +32.6% | -56.0% | -28.8% |
| YTD | +32.4% | +103.7% | -71.3% | +9.5% |
| 1Y | +48.0% | +101.8% | -53.8% | +22.5% |
| 3Y | +243.9% | +48.1% | +195.9% | +193.6% |
| 5Y | +280.6% | +91.9% | +188.7% | +197.0% |
| All | +2,520.1% | +8.7% | +2,511.4% | +1,616.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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