+297,723.7%
LRCX vs KO
+4,252.2%
+293,471.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.0% |
| 7D | +9.5% | -0.8% | +10.3% | +9.9% |
| 30D | +3.1% | +0.8% | +2.3% | +2.6% |
| 3M | -3.4% | +8.3% | -11.7% | -7.9% |
| 6M | +49.7% | +14.0% | +35.6% | +38.9% |
| YTD | +84.9% | +26.9% | +58.0% | +63.4% |
| 1Y | +200.8% | +32.7% | +168.2% | +159.3% |
| 3Y | +385.1% | +63.9% | +321.1% | +270.6% |
| 5Y | +460.5% | +81.7% | +378.8% | +308.8% |
| 10Y | +3,866.3% | +183.0% | +3,683.3% | +2,309.3% |
| All | +297,723.7% | +4,252.2% | +293,471.6% | +35,148.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling