+208.1%
LRCX vs GILD
+36.9%
+171.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.3% | +5.1% |
| 7D | +1.9% | +3.7% | -1.7% | +1.9% |
| 30D | +0.1% | +14.6% | -14.5% | 0.0% |
| 3M | -8.5% | +17.7% | -26.1% | -9.0% |
| 6M | +38.1% | +3.1% | +34.9% | +41.6% |
| YTD | +80.1% | +24.5% | +55.5% | +86.3% |
| 1Y | +208.1% | +37.4% | +170.7% | +227.6% |
| All | +208.1% | +36.9% | +171.1% | +227.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 GILD 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