+416.0%
LRCX vs JNJ
+81.9%
+334.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | 0.0% |
| 7D | -3.1% | -3.5% | +0.4% | -3.9% |
| 30D | -8.6% | +2.3% | -10.9% | -8.0% |
| 3M | -17.7% | +12.0% | -29.7% | -15.9% |
| 6M | +36.4% | +10.5% | +25.9% | +39.2% |
| YTD | +74.5% | +30.4% | +44.2% | +81.1% |
| 1Y | +159.4% | +52.1% | +107.3% | +172.6% |
| 3Y | +361.6% | +77.8% | +283.8% | +392.9% |
| All | +416.0% | +81.9% | +334.2% | +456.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JNJ.
Daily Out/Under-Performance
Portfolio return minus JNJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JNJ 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 JNJ 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