+415.7%
LRCX vs KO
+82.7%
+333.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.3% | -6.0% | -5.6% |
| 7D | +1.8% | -1.1% | +2.9% | +1.8% |
| 30D | -4.3% | +1.6% | -5.9% | -4.3% |
| 3M | -7.3% | +5.8% | -13.1% | -7.4% |
| 6M | +38.6% | +14.3% | +24.3% | +36.6% |
| YTD | +74.4% | +27.3% | +47.1% | +68.6% |
| 1Y | +179.1% | +33.2% | +145.9% | +166.2% |
| 3Y | +357.7% | +64.5% | +293.2% | +279.9% |
| All | +415.7% | +82.7% | +333.0% | +316.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling