+302,042.5%
LRCX vs GSK
+1,657.0%
+300,385.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.7% | +6.9% | +5.3% |
| 7D | +10.4% | -4.2% | +14.6% | +12.3% |
| 30D | +2.9% | -7.5% | +10.4% | +6.0% |
| 3M | -1.2% | -3.3% | +2.1% | -1.0% |
| 6M | +60.9% | -9.3% | +70.2% | +65.5% |
| YTD | +87.5% | +1.6% | +85.9% | +82.4% |
| 1Y | +206.6% | +25.5% | +181.2% | +170.5% |
| 3Y | +392.1% | +49.3% | +342.8% | +288.6% |
| 5Y | +478.4% | +46.7% | +431.8% | +349.2% |
| 10Y | +3,821.0% | +76.8% | +3,744.2% | +2,694.5% |
| All | +302,042.5% | +1,657.0% | +300,385.5% | +72,413.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling