+2,611.3%
LRCX vs ASX
+985.1%
+1,626.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.0% | +3.2% | +2.1% |
| 7D | +26.2% | +22.1% | +4.1% | +8.9% |
| 30D | -22.4% | -23.8% | +1.4% | -5.7% |
| 3M | -28.2% | -7.6% | -20.6% | -24.9% |
| 6M | -19.0% | +6.9% | -26.0% | -24.0% |
| YTD | +37.0% | +127.7% | -90.7% | -25.9% |
| 1Y | +45.5% | +144.5% | -99.0% | -25.2% |
| 3Y | +249.7% | +377.8% | -128.1% | +8.5% |
| 5Y | +293.9% | +498.2% | -204.4% | +4.1% |
| All | +2,611.3% | +985.1% | +1,626.2% | +338.8% |
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