+45.5%
LRCX vs ASX
+142.3%
-96.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.0% | +3.2% | +2.5% |
| 7D | +26.2% | +22.1% | +4.1% | +6.9% |
| 30D | -22.4% | -23.8% | +1.4% | -4.0% |
| 3M | -28.2% | -7.6% | -20.6% | -25.3% |
| 6M | -19.0% | +6.9% | -26.0% | -26.1% |
| YTD | +37.0% | +127.7% | -90.7% | -40.0% |
| 1Y | +45.5% | +144.5% | -99.0% | -40.9% |
| All | +45.5% | +142.3% | -96.8% | -40.9% |
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