+216.0%
LRCX vs AR
+34.1%
+181.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.8% | +9.1% | +8.4% |
| 7D | -16.2% | -14.3% | -1.9% | -14.0% |
| 30D | -39.2% | +1.4% | -40.6% | -39.3% |
| 3M | -34.4% | +3.4% | -37.8% | -35.1% |
| 6M | -32.4% | -2.1% | -30.4% | -32.7% |
| YTD | +17.4% | +4.7% | +12.7% | +12.4% |
| 1Y | +24.2% | +10.6% | +13.6% | +16.1% |
| All | +216.0% | +34.1% | +181.9% | +175.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling