+208.1%
LRCX vs KO
+31.0%
+177.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.8% | +6.0% | +4.3% |
| 7D | +1.9% | -1.8% | +3.7% | +0.2% |
| 30D | +0.1% | +1.4% | -1.4% | +1.7% |
| 3M | -8.5% | +15.4% | -23.9% | +3.4% |
| 6M | +38.1% | +14.3% | +23.8% | +54.7% |
| YTD | +80.1% | +27.7% | +52.4% | +125.0% |
| 1Y | +208.1% | +32.7% | +175.4% | +327.5% |
| All | +208.1% | +31.0% | +177.0% | +327.5% |
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