+3,546.5%
LRCX vs ARWR
+1,080.6%
+2,465.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.8% | -5.7% |
| 7D | +1.8% | -4.3% | +6.1% | +2.6% |
| 30D | -4.3% | -7.3% | +3.0% | -3.1% |
| 3M | -7.3% | +17.0% | -24.3% | -10.2% |
| 6M | +38.6% | +39.8% | -1.2% | +29.9% |
| YTD | +74.4% | +24.7% | +49.8% | +66.5% |
| 1Y | +179.1% | +186.5% | -7.3% | +129.7% |
| 3Y | +357.7% | +176.8% | +180.9% | +253.4% |
| 5Y | +424.9% | +29.3% | +395.5% | +337.0% |
| All | +3,546.5% | +1,080.6% | +2,465.9% | +2,113.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling