+3,546.5%
LRCX vs KO
+183.3%
+3,363.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.3% | -6.0% | -5.8% |
| 7D | +1.8% | -1.1% | +2.9% | +2.3% |
| 30D | -4.3% | +1.6% | -5.9% | -5.2% |
| 3M | -7.3% | +5.8% | -13.1% | -11.2% |
| 6M | +38.6% | +14.3% | +24.3% | +26.3% |
| YTD | +74.4% | +27.3% | +47.1% | +48.9% |
| 1Y | +179.1% | +33.2% | +145.9% | +130.0% |
| 3Y | +357.7% | +64.5% | +293.2% | +210.2% |
| 5Y | +424.9% | +83.1% | +341.8% | +224.5% |
| All | +3,546.5% | +183.3% | +3,363.2% | +1,650.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling