+213,159.3%
LRCX vs APA
+942.5%
+212,216.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.6% | -5.0% | -3.8% |
| 7D | +12.7% | +8.5% | +4.2% | +10.5% |
| 30D | -21.3% | +2.8% | -24.0% | -21.8% |
| 3M | -32.9% | +21.7% | -54.6% | -36.3% |
| 6M | -23.4% | +32.6% | -56.0% | -29.7% |
| YTD | +32.4% | +103.7% | -71.3% | +6.8% |
| 1Y | +48.0% | +101.8% | -53.8% | +19.3% |
| 3Y | +243.9% | +48.1% | +195.9% | +188.6% |
| 5Y | +280.6% | +91.9% | +188.7% | +186.4% |
| 10Y | +2,547.5% | +8.4% | +2,539.2% | +1,682.1% |
| All | +213,159.3% | +942.5% | +212,216.8% | +91,694.8% |
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