+214,381.1%
LRCX vs AZO
+41,743.6%
+172,637.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.2% | +0.1% |
| 7D | -3.1% | -3.6% | +0.5% | -1.7% |
| 30D | -8.6% | -5.6% | -3.0% | -6.7% |
| 3M | -17.7% | -6.6% | -11.0% | -16.7% |
| 6M | +36.4% | -22.5% | +58.9% | +47.4% |
| YTD | +74.5% | -15.2% | +89.7% | +81.8% |
| 1Y | +159.4% | -33.9% | +193.4% | +195.4% |
| 3Y | +361.6% | +11.8% | +349.8% | +317.3% |
| 5Y | +425.2% | +85.5% | +339.7% | +282.5% |
| 10Y | +3,645.0% | +298.2% | +3,346.8% | +1,877.0% |
| All | +214,381.1% | +41,743.6% | +172,637.4% | +25,751.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling