+274.3%
LRCX vs AVAV
+34.3%
+240.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +12.6% | -2.2% | +7.7% |
| 7D | -2.7% | +3.2% | -5.9% | -3.2% |
| 30D | -30.6% | -7.4% | -23.2% | -29.5% |
| 3M | -28.8% | -32.0% | +3.2% | -23.7% |
| 6M | -24.6% | -24.6% | 0.0% | -22.3% |
| YTD | +29.7% | -47.5% | +77.2% | +40.4% |
| 1Y | +39.5% | -61.5% | +101.0% | +61.3% |
| 3Y | +248.9% | +5.5% | +243.5% | +206.8% |
| 5Y | +274.3% | +35.7% | +238.6% | +172.5% |
| All | +274.3% | +34.3% | +240.1% | +172.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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