+159.4%
LRCX vs JCI
+36.0%
+123.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.2% | -2.6% |
| 7D | -3.1% | +0.7% | -3.8% | -3.9% |
| 30D | -8.6% | -4.4% | -4.1% | -3.3% |
| 3M | -17.7% | +1.7% | -19.3% | -18.0% |
| 6M | +36.4% | +8.8% | +27.6% | +27.4% |
| YTD | +74.5% | +22.6% | +51.9% | +47.5% |
| 1Y | +159.4% | +36.2% | +123.2% | +94.7% |
| All | +159.4% | +36.0% | +123.5% | +94.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling