+302,042.5%
LRCX vs GIS
+1,482.6%
+300,559.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.6% | +5.7% | +4.5% |
| 7D | +10.4% | -8.3% | +18.7% | +12.7% |
| 30D | +2.9% | +2.2% | +0.7% | +2.0% |
| 3M | -1.2% | +15.7% | -16.9% | -6.4% |
| 6M | +60.9% | -12.0% | +72.8% | +63.7% |
| YTD | +87.5% | -15.0% | +102.5% | +91.4% |
| 1Y | +206.6% | -20.1% | +226.8% | +216.9% |
| 3Y | +392.1% | -34.6% | +426.7% | +425.7% |
| 5Y | +478.4% | -22.8% | +501.3% | +468.7% |
| 10Y | +3,821.0% | -18.5% | +3,839.5% | +3,552.5% |
| All | +302,042.5% | +1,482.6% | +300,559.8% | +73,665.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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