+2,520.1%
LRCX vs AR
+57.4%
+2,462.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.4% | -3.4% |
| 7D | +12.7% | +7.4% | +5.3% | +11.6% |
| 30D | -21.3% | +5.8% | -27.0% | -21.9% |
| 3M | -32.9% | +5.2% | -38.1% | -33.5% |
| 6M | -23.4% | +5.4% | -28.8% | -24.5% |
| YTD | +32.4% | +12.4% | +19.9% | +28.2% |
| 1Y | +48.0% | +12.8% | +35.2% | +43.1% |
| 3Y | +243.9% | +47.2% | +196.8% | +217.7% |
| 5Y | +280.6% | +101.1% | +179.5% | +233.2% |
| All | +2,520.1% | +57.4% | +2,462.8% | +2,129.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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