+2,520.1%
LRCX vs COP
+342.2%
+2,177.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.6% | -4.9% | -3.9% |
| 7D | +12.7% | +4.4% | +8.3% | +11.1% |
| 30D | -21.3% | 0.0% | -21.2% | -21.4% |
| 3M | -32.9% | +15.0% | -47.9% | -36.4% |
| 6M | -23.4% | +22.0% | -45.4% | -29.5% |
| YTD | +32.4% | +55.3% | -23.0% | +9.2% |
| 1Y | +48.0% | +64.1% | -16.1% | +19.0% |
| 3Y | +243.9% | +34.1% | +209.9% | +193.1% |
| 5Y | +280.6% | +133.4% | +147.2% | +149.7% |
| All | +2,520.1% | +342.2% | +2,177.9% | +1,229.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 10y: compounded portfolio wealth divided by compounded COP 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…
10y analysis · Full analysis span regression · 6 months rolling