+361.6%
LRCX vs AZO
+10.0%
+351.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.2% | +0.1% |
| 7D | -3.1% | -3.6% | +0.5% | -3.3% |
| 30D | -8.6% | -5.6% | -3.0% | -8.8% |
| 3M | -17.7% | -6.6% | -11.0% | -17.8% |
| 6M | +36.4% | -22.5% | +58.9% | +38.0% |
| YTD | +74.5% | -15.2% | +89.7% | +76.5% |
| 1Y | +159.4% | -33.9% | +193.4% | +166.6% |
| 3Y | +361.6% | +11.8% | +349.8% | +322.7% |
| All | +361.6% | +10.0% | +351.5% | +322.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 3y: compounded portfolio wealth divided by compounded AZO 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…
3y analysis · Full analysis span regression · 6 months rolling