+12.7%
LRCX vs GE
+4.3%
+8.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -4.5% | -11.9% | -12.9% |
| 7D | -27.2% | +0.5% | -27.7% | -27.1% |
| 30D | -44.5% | +1.7% | -46.3% | -45.1% |
| 3M | -39.7% | -17.3% | -22.4% | -29.8% |
| 6M | -32.7% | +10.1% | -42.8% | -38.7% |
| YTD | +8.5% | +2.6% | +5.9% | +4.0% |
| 1Y | +12.7% | +3.7% | +9.0% | +10.6% |
| All | +12.7% | +4.3% | +8.5% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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