+4,877.4%
LRCX vs AR
-30.5%
+4,907.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +4.3% | +6.7% | +10.3% |
| 7D | -3.6% | -5.8% | +2.1% | -2.7% |
| 30D | -30.3% | +4.8% | -35.1% | -30.7% |
| 3M | -27.3% | +1.5% | -28.9% | -27.7% |
| 6M | -24.2% | +4.7% | -28.9% | -25.3% |
| YTD | +30.3% | +9.2% | +21.1% | +26.7% |
| 1Y | +34.3% | +11.2% | +23.1% | +30.0% |
| 3Y | +232.6% | +46.2% | +186.4% | +207.0% |
| 5Y | +286.2% | +98.1% | +188.1% | +236.6% |
| 10Y | +2,547.4% | +54.5% | +2,492.9% | +2,087.5% |
| All | +4,877.4% | -30.5% | +4,907.9% | +4,397.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling