+3,866.3%
LRCX vs AR
+43.0%
+3,823.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | +9.5% | -1.2% | +10.7% | +9.7% |
| 30D | +3.1% | +5.5% | -2.4% | +2.2% |
| 3M | -3.4% | +12.9% | -16.3% | -5.5% |
| 6M | +49.7% | +0.1% | +49.6% | +48.3% |
| YTD | +84.9% | +13.5% | +71.3% | +79.1% |
| 1Y | +200.8% | +21.6% | +179.3% | +187.8% |
| 3Y | +385.1% | +46.0% | +339.1% | +348.3% |
| 5Y | +460.5% | +143.7% | +316.8% | +379.5% |
| 10Y | +3,866.3% | +44.3% | +3,822.0% | +3,354.2% |
| All | +3,866.3% | +43.0% | +3,823.2% | +3,354.2% |
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