+5,179.3%
LRCX vs AR
-29.4%
+5,208.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.5% | +4.5% | +5.8% |
| 7D | +6.5% | +2.1% | +4.4% | +6.3% |
| 30D | -23.8% | +4.5% | -28.3% | -24.3% |
| 3M | -24.2% | +1.0% | -25.2% | -24.5% |
| 6M | -20.2% | +4.4% | -24.6% | -21.2% |
| YTD | +38.2% | +10.9% | +27.3% | +34.1% |
| 1Y | +48.9% | +8.6% | +40.3% | +44.7% |
| 3Y | +252.8% | +48.5% | +204.3% | +225.0% |
| 5Y | +304.3% | +95.7% | +208.6% | +252.8% |
| 10Y | +2,664.2% | +55.5% | +2,608.8% | +2,182.7% |
| All | +5,179.3% | -29.4% | +5,208.8% | +4,660.8% |
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