+478.4%
LRCX vs AR
+140.6%
+337.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +0.3% |
| 3M | -1.2% | +10.0% | -11.2% | -3.7% |
| 6M | +60.9% | +0.6% | +60.2% | +58.5% |
| YTD | +87.5% | +13.4% | +74.1% | +78.3% |
| 1Y | +206.6% | +21.7% | +184.9% | +185.0% |
| 3Y | +392.1% | +45.8% | +346.3% | +332.5% |
| 5Y | +478.4% | +144.3% | +334.2% | +361.1% |
| All | +478.4% | +140.6% | +337.8% | +361.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling