+40.4%
LRCX vs GD
+7.0%
+33.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.4% |
| 7D | -3.6% | -1.9% | -1.7% | -3.9% |
| 30D | -30.3% | +10.9% | -41.2% | -29.7% |
| 3M | -27.3% | -6.8% | -20.6% | -26.6% |
| 6M | -24.2% | +7.0% | -31.3% | -24.5% |
| YTD | +30.3% | +11.1% | +19.2% | +21.5% |
| All | +40.4% | +7.0% | +33.3% | +35.9% |
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