+159.4%
LRCX vs GSK
+21.8%
+137.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | +0.1% |
| 7D | -3.1% | -3.5% | +0.5% | -3.2% |
| 30D | -8.6% | -3.4% | -5.1% | -8.8% |
| 3M | -17.7% | -8.1% | -9.6% | -17.5% |
| 6M | +36.4% | -11.1% | +47.5% | +38.5% |
| YTD | +74.5% | +0.7% | +73.8% | +76.0% |
| 1Y | +159.4% | +20.1% | +139.3% | +145.3% |
| All | +159.4% | +21.8% | +137.6% | +145.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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