+42.8%
LRCX vs AU
+42.5%
+0.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +8.0% | -12.0% | -7.1% |
| 7D | -12.8% | +0.8% | -13.5% | -13.2% |
| 30D | -36.0% | -7.0% | -29.0% | -34.2% |
| 3M | -30.2% | +8.5% | -38.8% | -33.7% |
| 6M | -14.2% | -1.3% | -12.9% | -15.8% |
| YTD | +29.7% | +6.8% | +23.0% | +21.0% |
| 1Y | +42.8% | +44.6% | -1.8% | +15.3% |
| All | +42.8% | +42.5% | +0.3% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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