+11,617.5%
LRCX vs ASX
+3,326.1%
+8,291.4%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.0% | -1.3% | -2.4% |
| 7D | +12.7% | +12.4% | +0.3% | +6.6% |
| 30D | -21.3% | -19.8% | -1.5% | -12.1% |
| 3M | -32.9% | -10.3% | -22.6% | -29.1% |
| 6M | -23.4% | +1.2% | -24.6% | -22.9% |
| YTD | +32.4% | +123.0% | -90.7% | -7.5% |
| 1Y | +48.0% | +145.4% | -97.4% | -0.9% |
| 3Y | +243.9% | +368.6% | -124.7% | +72.5% |
| 5Y | +280.6% | +486.0% | -205.4% | +76.1% |
| 10Y | +2,547.5% | +941.0% | +1,606.5% | +851.0% |
| All | +11,617.5% | +3,326.1% | +8,291.4% | +1,386.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling