+277.1%
LRCX vs GD
+99.6%
+177.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | +12.7% | +2.7% | +10.1% | +11.5% |
| 30D | -21.3% | +8.6% | -29.9% | -23.9% |
| 3M | -32.9% | -7.1% | -25.8% | -30.8% |
| 6M | -23.4% | +7.5% | -30.9% | -26.7% |
| YTD | +32.4% | +9.9% | +22.5% | +23.9% |
| 1Y | +48.0% | +7.6% | +40.5% | +40.4% |
| 3Y | +243.9% | +56.2% | +187.7% | +159.5% |
| All | +277.1% | +99.6% | +177.5% | +148.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling