+460.5%
LRCX vs ASX
+490.0%
-29.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.5% | -5.0% | -4.3% |
| 7D | +9.5% | +11.1% | -1.6% | +0.3% |
| 30D | +3.1% | +9.6% | -6.5% | -4.8% |
| 3M | -3.4% | +18.6% | -22.0% | -16.0% |
| 6M | +49.7% | +92.1% | -42.4% | -13.2% |
| YTD | +84.9% | +158.5% | -73.6% | -16.1% |
| 1Y | +200.8% | +271.9% | -71.1% | +0.3% |
| 3Y | +385.1% | +465.2% | -80.2% | +9.9% |
| 5Y | +460.5% | +479.4% | -18.9% | +17.6% |
| All | +460.5% | +490.0% | -29.5% | +17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling