+206.6%
LRCX vs GD
+12.5%
+194.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.8% | +4.9% | +4.2% |
| 7D | +10.4% | -3.5% | +13.9% | +10.9% |
| 30D | +2.9% | -9.0% | +12.0% | +4.1% |
| 3M | -1.2% | +5.1% | -6.2% | -3.1% |
| 6M | +60.9% | -1.0% | +61.9% | +64.0% |
| YTD | +87.5% | +7.3% | +80.2% | +75.9% |
| 1Y | +206.6% | +12.4% | +194.2% | +187.2% |
| All | +206.6% | +12.5% | +194.1% | +187.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 1y: compounded portfolio wealth divided by compounded GD 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…
1y analysis · Full analysis span regression · 6 months rolling