+302,042.6%
LRCX vs JCI
+2,355.5%
+299,687.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.0% | +3.2% | +3.7% |
| 7D | +10.4% | +5.1% | +5.3% | +8.1% |
| 30D | +2.9% | -3.8% | +6.7% | +4.7% |
| 3M | -1.2% | +1.9% | -3.1% | -1.0% |
| 6M | +60.9% | +11.2% | +49.7% | +56.2% |
| YTD | +87.5% | +22.9% | +64.6% | +74.1% |
| 1Y | +206.6% | +37.4% | +169.3% | +172.6% |
| 3Y | +392.1% | +167.8% | +224.3% | +232.6% |
| 5Y | +478.4% | +115.0% | +363.4% | +330.0% |
| 10Y | +3,821.0% | +325.3% | +3,495.7% | +2,113.7% |
| All | +302,042.6% | +2,355.5% | +299,687.1% | +50,220.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded JCI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling