+388.9%
LRCX vs APA
+12.6%
+376.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.0% | -4.4% | -1.7% |
| 7D | +9.5% | +0.3% | +9.2% | +9.5% |
| 30D | +3.1% | +9.3% | -6.2% | +2.0% |
| 3M | -3.4% | +23.3% | -26.7% | -6.2% |
| 6M | +49.7% | +39.5% | +10.2% | +38.5% |
| YTD | +84.9% | +87.6% | -2.8% | +57.7% |
| 1Y | +200.8% | +114.2% | +86.6% | +144.1% |
| All | +388.9% | +12.6% | +376.2% | +285.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling