+42.8%
LRCX vs KO
+43.6%
-0.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.1% | -5.1% | -2.9% |
| 7D | -12.8% | +4.4% | -17.2% | -8.4% |
| 30D | -36.0% | +10.7% | -46.7% | -28.4% |
| 3M | -30.2% | +11.3% | -41.6% | -21.2% |
| 6M | -14.2% | +24.0% | -38.3% | +5.3% |
| YTD | +29.7% | +39.7% | -10.0% | +75.8% |
| 1Y | +42.8% | +43.2% | -0.4% | +98.5% |
| All | +42.8% | +43.6% | -0.8% | +98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KO.
Daily Out/Under-Performance
Portfolio return minus KO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KO 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 KO 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