+12.7%
LRCX vs GILD
+40.5%
-27.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -4.0% | -12.4% | -16.6% |
| 7D | -27.2% | +1.2% | -28.4% | -26.8% |
| 30D | -44.5% | +16.2% | -60.7% | -43.4% |
| 3M | -39.7% | +27.9% | -67.6% | -38.6% |
| 6M | -32.7% | +27.1% | -59.8% | -31.2% |
| YTD | +8.5% | +39.0% | -30.5% | +14.7% |
| 1Y | +12.7% | +40.1% | -27.4% | +19.6% |
| All | +12.7% | +40.5% | -27.8% | +19.6% |
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