+3,549.0%
LRCX vs APTV
-16.1%
+3,565.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -3.1% | -5.0% | +2.0% | -0.7% |
| 30D | -8.6% | -6.1% | -2.5% | -5.9% |
| 3M | -17.7% | -33.0% | +15.3% | -0.5% |
| 6M | +36.4% | -35.2% | +71.6% | +65.6% |
| YTD | +74.5% | -40.1% | +114.7% | +120.0% |
| 1Y | +159.4% | -45.6% | +205.1% | +244.8% |
| 3Y | +361.6% | -54.4% | +415.9% | +537.7% |
| 5Y | +425.2% | -68.9% | +494.1% | +769.3% |
| All | +3,549.0% | -16.1% | +3,565.1% | +3,828.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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