+14,226.0%
LRCX vs ATI
+1,117.2%
+13,108.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.0% | +2.1% | +4.1% |
| 7D | +1.9% | -0.1% | +2.0% | +1.9% |
| 30D | +0.1% | +2.7% | -2.6% | -0.9% |
| 3M | -8.5% | +16.3% | -24.8% | -12.3% |
| 6M | +38.1% | +30.2% | +7.9% | +27.9% |
| YTD | +80.1% | +83.6% | -3.5% | +49.4% |
| 1Y | +208.1% | +173.0% | +35.1% | +124.2% |
| 3Y | +350.2% | +356.6% | -6.4% | +169.4% |
| 5Y | +430.7% | +1,074.2% | -643.5% | +128.0% |
| 10Y | +3,633.2% | +1,136.2% | +2,497.0% | +1,211.7% |
| All | +14,226.0% | +1,117.2% | +13,108.8% | +2,571.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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