+416.0%
LRCX vs JHX
-27.7%
+443.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.3% |
| 7D | -3.1% | -6.3% | +3.3% | -0.6% |
| 30D | -8.6% | -7.7% | -0.8% | -5.7% |
| 3M | -17.7% | +19.2% | -36.9% | -23.6% |
| 6M | +36.4% | +38.3% | -1.9% | +19.4% |
| YTD | +74.5% | +37.2% | +37.3% | +53.3% |
| 1Y | +159.4% | +42.3% | +117.2% | +122.4% |
| 3Y | +361.6% | -4.4% | +366.0% | +301.6% |
| All | +416.0% | -27.7% | +443.7% | +418.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling