+213.1%
LRCX vs ARM
+211.3%
+1.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.7% | +3.5% | +6.4% |
| 7D | -16.2% | -15.2% | -1.0% | -10.2% |
| 30D | -39.2% | -40.7% | +1.5% | -25.6% |
| 3M | -34.4% | -39.1% | +4.7% | -21.2% |
| 6M | -32.4% | -26.4% | -6.0% | -25.3% |
| YTD | +17.4% | +59.7% | -42.3% | -1.8% |
| 1Y | +24.2% | +10.3% | +13.8% | +17.4% |
| 3Y | +221.6% | +228.9% | -7.3% | +129.2% |
| All | +213.1% | +211.3% | +1.8% | +130.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARM.
Daily Out/Under-Performance
Portfolio return minus ARM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARM 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 ARM 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