+293.9%
LRCX vs GLDM
+107.5%
+186.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | +0.3% |
| 7D | +26.2% | -5.5% | +31.7% | +29.3% |
| 30D | -22.4% | -7.0% | -15.4% | -19.9% |
| 3M | -28.2% | -12.3% | -15.9% | -24.1% |
| 6M | -19.0% | -17.9% | -1.1% | -12.2% |
| YTD | +37.0% | -10.3% | +47.2% | +45.0% |
| 1Y | +45.5% | -7.8% | +53.3% | +52.7% |
| 3Y | +249.7% | +99.5% | +150.2% | +190.8% |
| 5Y | +293.9% | +106.5% | +187.4% | +195.9% |
| All | +293.9% | +107.5% | +186.4% | +195.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 5y: compounded portfolio wealth divided by compounded GLDM 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…
5y analysis · Full analysis span regression · 6 months rolling