+6,778.3%
LRCX vs AR
-27.2%
+6,805.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.7% | +5.8% | +5.2% |
| 7D | +1.9% | +2.5% | -0.6% | +1.5% |
| 30D | +0.1% | +14.8% | -14.7% | -2.0% |
| 3M | -8.5% | +6.2% | -14.7% | -9.6% |
| 6M | +38.1% | +4.3% | +33.8% | +35.9% |
| YTD | +80.1% | +14.4% | +65.7% | +74.2% |
| 1Y | +208.1% | +21.3% | +186.7% | +194.7% |
| 3Y | +350.2% | +39.8% | +310.4% | +317.9% |
| 5Y | +430.7% | +142.1% | +288.6% | +350.6% |
| 10Y | +3,633.2% | +52.0% | +3,581.2% | +2,997.0% |
| All | +6,778.3% | -27.2% | +6,805.6% | +6,085.9% |
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