+42.8%
LRCX vs JHX
+44.7%
-1.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +8.3% | -12.3% | -7.6% |
| 7D | -12.8% | +13.3% | -26.0% | -18.0% |
| 30D | -36.0% | +17.1% | -53.1% | -41.0% |
| 3M | -30.2% | +4.1% | -34.3% | -32.1% |
| 6M | -14.2% | +48.5% | -62.7% | -31.5% |
| YTD | +29.7% | +42.3% | -12.5% | +6.7% |
| 1Y | +42.8% | +47.4% | -4.6% | +17.7% |
| All | +42.8% | +44.7% | -1.9% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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