+424.9%
LRCX vs APA
+169.7%
+255.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.7% | -5.0% | -5.5% |
| 7D | +1.8% | +0.8% | +1.0% | +1.6% |
| 30D | -4.3% | +9.6% | -13.9% | -6.2% |
| 3M | -7.3% | +18.0% | -25.3% | -11.1% |
| 6M | +38.6% | +41.9% | -3.3% | +24.5% |
| YTD | +74.4% | +86.3% | -11.9% | +44.3% |
| 1Y | +179.1% | +97.9% | +81.3% | +124.9% |
| 3Y | +357.7% | +12.8% | +344.9% | +306.0% |
| 5Y | +424.9% | +177.2% | +247.7% | +236.7% |
| All | +424.9% | +169.7% | +255.2% | +236.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling