+392.1%
LRCX vs AR
+44.7%
+347.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.8% | +5.0% | +4.3% |
| 7D | +10.4% | -1.8% | +12.2% | +10.8% |
| 30D | +2.9% | +12.6% | -9.7% | +0.6% |
| 3M | -1.2% | +10.0% | -11.2% | -3.4% |
| 6M | +60.9% | +0.6% | +60.2% | +58.9% |
| YTD | +87.5% | +13.4% | +74.1% | +77.8% |
| 1Y | +206.6% | +21.7% | +184.9% | +182.4% |
| 3Y | +392.1% | +45.8% | +346.3% | +334.0% |
| All | +392.1% | +44.7% | +347.4% | +334.0% |
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 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