+179.1%
LRCX vs AR
+22.8%
+156.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.8% | -5.6% |
| 7D | +1.8% | -1.3% | +3.1% | +1.6% |
| 30D | -4.3% | +3.5% | -7.8% | -3.5% |
| 3M | -7.3% | +9.9% | -17.2% | -5.0% |
| 6M | +38.6% | +4.5% | +34.0% | +40.5% |
| YTD | +74.4% | +13.7% | +60.8% | +75.3% |
| 1Y | +179.1% | +19.2% | +159.9% | +181.3% |
| All | +179.1% | +22.8% | +156.3% | +181.3% |
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