+33.6%
LRCX vs AS
+8.1%
+25.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +3.1% | +7.3% | +9.0% |
| 7D | -2.7% | +5.8% | -8.6% | -4.9% |
| 30D | -30.6% | +15.4% | -45.9% | -34.8% |
| 3M | -28.8% | -11.9% | -17.0% | -24.8% |
| 6M | -24.6% | -9.9% | -14.7% | -21.9% |
| YTD | +29.7% | -13.1% | +42.8% | +33.3% |
| All | +33.6% | +8.1% | +25.6% | +25.1% |
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