+208.1%
LRCX vs ASX
+272.9%
-64.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +5.0% |
| 7D | +1.9% | -0.7% | +2.6% | +2.4% |
| 30D | +0.1% | +2.0% | -1.9% | -1.7% |
| 3M | -8.5% | -1.3% | -7.1% | -7.3% |
| 6M | +38.1% | +71.4% | -33.4% | -5.4% |
| YTD | +80.1% | +135.3% | -55.3% | +2.3% |
| 1Y | +208.1% | +267.5% | -59.4% | +50.1% |
| All | +208.1% | +272.9% | -64.8% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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