+361.3%
LRCX vs O
+26.9%
+334.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.7% | -5.8% |
| 7D | +1.8% | -3.5% | +5.3% | +1.3% |
| 30D | -4.3% | -3.3% | -1.0% | -4.8% |
| 3M | -7.3% | -2.8% | -4.5% | -7.9% |
| 6M | +38.6% | -5.8% | +44.3% | +37.9% |
| YTD | +74.4% | +9.4% | +65.0% | +73.7% |
| 1Y | +179.1% | +5.7% | +173.4% | +178.1% |
| All | +361.3% | +26.9% | +334.4% | +342.2% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 3y: compounded portfolio wealth divided by compounded O 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…
3y analysis · Full analysis span regression · 6 months rolling