+58,443.9%
LRCX vs AU
+751.1%
+57,692.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.3% | -1.4% | -5.1% |
| 7D | +1.8% | -7.0% | +8.8% | +2.7% |
| 30D | -4.3% | +7.3% | -11.6% | -5.3% |
| 3M | -7.3% | +33.2% | -40.5% | -10.9% |
| 6M | +38.6% | -0.6% | +39.2% | +37.9% |
| YTD | +74.4% | +26.2% | +48.3% | +68.5% |
| 1Y | +179.1% | +68.3% | +110.9% | +160.4% |
| 3Y | +357.7% | +592.1% | -234.4% | +256.8% |
| 5Y | +424.9% | +685.3% | -260.4% | +295.6% |
| 10Y | +3,642.4% | +682.5% | +2,959.8% | +2,568.0% |
| All | +58,443.9% | +751.1% | +57,692.8% | +36,122.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling