+460.5%
LRCX vs ARWR
+25.7%
+434.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.9% | +1.5% | -0.7% |
| 7D | +9.5% | -3.2% | +12.8% | +10.4% |
| 30D | +3.1% | -6.5% | +9.5% | +4.6% |
| 3M | -3.4% | +12.7% | -16.1% | -6.7% |
| 6M | +49.7% | +36.2% | +13.5% | +37.7% |
| YTD | +84.9% | +24.5% | +60.4% | +73.2% |
| 1Y | +200.8% | +198.0% | +2.9% | +127.0% |
| 3Y | +385.1% | +176.4% | +208.7% | +232.9% |
| 5Y | +460.5% | +26.6% | +433.9% | +334.4% |
| All | +460.5% | +25.7% | +434.8% | +334.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling