+460.5%
LRCX vs COO
-44.2%
+504.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.2% | +4.8% | +1.5% |
| 7D | +9.5% | -9.0% | +18.5% | +14.3% |
| 30D | +3.1% | -16.8% | +19.9% | +12.1% |
| 3M | -3.4% | -7.5% | +4.1% | -1.4% |
| 6M | +49.7% | -16.3% | +66.0% | +60.6% |
| YTD | +84.9% | -22.5% | +107.4% | +107.2% |
| 1Y | +200.8% | -7.0% | +207.8% | +201.1% |
| 3Y | +385.1% | -27.5% | +412.5% | +426.0% |
| 5Y | +460.5% | -43.3% | +503.8% | +593.6% |
| All | +460.5% | -44.2% | +504.7% | +593.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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