+21.0%
LRCX vs GS
+10.9%
+10.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.4% | +8.6% | +8.6% |
| 7D | -16.2% | -3.2% | -13.0% | -12.5% |
| 30D | -39.2% | -2.4% | -36.8% | -36.9% |
| 3M | -34.4% | -15.7% | -18.6% | -20.1% |
| 6M | -32.4% | -6.8% | -25.7% | -26.3% |
| YTD | +17.4% | -0.1% | +17.5% | +15.6% |
| All | +21.0% | +10.9% | +10.1% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GS.
Daily Out/Under-Performance
Portfolio return minus GS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GS 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 GS 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