+424.9%
LRCX vs JCI
+105.2%
+319.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.5% | -4.2% | -4.3% |
| 7D | +1.8% | +0.4% | +1.4% | +1.6% |
| 30D | -4.3% | -7.7% | +3.4% | +2.9% |
| 3M | -7.3% | +2.8% | -10.1% | -7.7% |
| 6M | +38.6% | +7.2% | +31.3% | +33.8% |
| YTD | +74.4% | +20.0% | +54.5% | +52.9% |
| 1Y | +179.1% | +33.3% | +145.9% | +125.6% |
| 3Y | +357.7% | +161.3% | +196.4% | +114.4% |
| 5Y | +424.9% | +108.8% | +316.1% | +178.3% |
| All | +424.9% | +105.2% | +319.7% | +178.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling