+42.8%
LRCX vs AS
+3.3%
+39.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +5.1% | -9.1% | -6.1% |
| 7D | -12.8% | +13.8% | -26.5% | -17.7% |
| 30D | -36.0% | +16.7% | -52.6% | -40.4% |
| 3M | -30.2% | -11.5% | -18.7% | -26.7% |
| 6M | -14.2% | -5.5% | -8.7% | -14.0% |
| YTD | +29.7% | -14.2% | +43.9% | +34.2% |
| 1Y | +42.8% | +2.1% | +40.7% | +38.8% |
| All | +42.8% | +3.3% | +39.5% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling