+424.9%
LRCX vs GSK
+47.2%
+377.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.0% | -4.6% | -5.5% |
| 7D | +1.8% | -5.4% | +7.2% | +2.6% |
| 30D | -4.3% | -4.6% | +0.3% | -3.8% |
| 3M | -7.3% | -5.1% | -2.2% | -7.1% |
| 6M | +38.6% | -11.4% | +50.0% | +40.9% |
| YTD | +74.4% | +0.7% | +73.7% | +73.0% |
| 1Y | +179.1% | +23.0% | +156.1% | +165.5% |
| 3Y | +357.7% | +48.0% | +309.7% | +313.5% |
| 5Y | +424.9% | +48.2% | +376.7% | +365.7% |
| All | +424.9% | +47.2% | +377.6% | +365.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling