+3,546.5%
LRCX vs ASX
+974.7%
+2,571.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.3% | -2.4% | -3.2% |
| 7D | +1.8% | +6.5% | -4.7% | -2.9% |
| 30D | -4.3% | +3.1% | -7.4% | -6.7% |
| 3M | -7.3% | +17.4% | -24.7% | -17.2% |
| 6M | +38.6% | +85.4% | -46.9% | -11.9% |
| YTD | +74.4% | +150.1% | -75.6% | -10.8% |
| 1Y | +179.1% | +256.3% | -77.2% | +9.7% |
| 3Y | +357.7% | +446.9% | -89.2% | +30.7% |
| 5Y | +424.9% | +447.1% | -22.2% | +47.1% |
| All | +3,546.5% | +974.7% | +2,571.8% | +517.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling