+416.0%
LRCX vs AU
+686.2%
-270.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | -3.1% | -4.3% | +1.2% | -2.2% |
| 30D | -8.6% | +7.3% | -15.9% | -10.1% |
| 3M | -17.7% | +26.3% | -44.0% | -22.0% |
| 6M | +36.4% | +1.8% | +34.6% | +34.1% |
| YTD | +74.5% | +26.8% | +47.7% | +65.6% |
| 1Y | +159.4% | +66.7% | +92.8% | +136.1% |
| 3Y | +361.6% | +579.1% | -217.5% | +239.6% |
| All | +416.0% | +686.2% | -270.2% | +257.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling