+49.7%
LRCX vs KO
+15.8%
+33.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -2.5% |
| 7D | +9.5% | -0.8% | +10.3% | +8.5% |
| 30D | +3.1% | +0.8% | +2.3% | +4.5% |
| 3M | -3.4% | +8.3% | -11.7% | +7.8% |
| 6M | +49.7% | +14.0% | +35.6% | +69.4% |
| All | +49.7% | +15.8% | +33.9% | +69.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling