+48.9%
LRCX vs AR
+11.6%
+37.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.5% | +4.5% | +6.4% |
| 7D | +6.5% | +2.1% | +4.4% | +6.7% |
| 30D | -23.8% | +4.5% | -28.3% | -22.6% |
| 3M | -24.2% | +1.0% | -25.2% | -23.3% |
| 6M | -20.2% | +4.4% | -24.6% | -17.5% |
| YTD | +38.2% | +10.9% | +27.3% | +42.4% |
| 1Y | +48.9% | +8.6% | +40.3% | +55.0% |
| All | +48.9% | +11.6% | +37.3% | +55.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling