+189,107.2%
LRCX vs GD
+19,982.5%
+169,124.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.6% | +8.9% | +8.5% |
| 7D | -16.2% | -5.0% | -11.2% | -14.0% |
| 30D | -39.2% | +8.9% | -48.1% | -41.6% |
| 3M | -34.4% | -8.0% | -26.3% | -32.1% |
| 6M | -32.4% | +2.9% | -35.3% | -34.1% |
| YTD | +17.4% | +7.1% | +10.4% | +11.6% |
| 1Y | +24.2% | +5.9% | +18.2% | +18.6% |
| 3Y | +221.6% | +53.9% | +167.7% | +156.3% |
| 5Y | +245.2% | +95.4% | +149.8% | +144.8% |
| 10Y | +2,310.5% | +193.5% | +2,117.0% | +1,330.2% |
| All | +189,107.2% | +19,982.5% | +169,124.7% | +41,546.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling