+290,000.9%
LRCX vs APA
+815.8%
+289,185.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.2% | +8.3% | +5.9% |
| 7D | +1.9% | +0.5% | +1.4% | +1.7% |
| 30D | +0.1% | +23.4% | -23.3% | -5.3% |
| 3M | -8.5% | +12.7% | -21.2% | -12.1% |
| 6M | +38.1% | +39.4% | -1.4% | +23.6% |
| YTD | +80.1% | +79.0% | +1.1% | +50.3% |
| 1Y | +208.1% | +88.8% | +119.2% | +151.4% |
| 3Y | +350.2% | +6.4% | +343.9% | +309.8% |
| 5Y | +430.7% | +153.0% | +277.7% | +272.2% |
| 10Y | +3,633.2% | +7.5% | +3,625.7% | +2,406.7% |
| All | +290,000.9% | +815.8% | +289,185.1% | +129,169.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling