+49.7%
LRCX vs JNJ
+12.1%
+37.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.7% | -2.3% |
| 7D | +9.5% | -3.0% | +12.5% | +6.1% |
| 30D | +3.1% | +2.5% | +0.6% | +6.4% |
| 3M | -3.4% | +13.2% | -16.6% | +7.4% |
| 6M | +49.7% | +11.3% | +38.4% | +73.2% |
| All | +49.7% | +12.1% | +37.6% | +73.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling