+277.1%
LRCX vs O
+7.0%
+270.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.6% | -3.2% |
| 7D | +12.7% | -0.4% | +13.1% | +12.8% |
| 30D | -21.3% | +7.1% | -28.4% | -22.4% |
| 3M | -32.9% | -5.2% | -27.7% | -32.0% |
| 6M | -23.4% | -1.8% | -21.6% | -23.8% |
| YTD | +32.4% | +9.1% | +23.3% | +26.7% |
| 1Y | +48.0% | +9.7% | +38.4% | +41.1% |
| 3Y | +243.9% | +39.1% | +204.8% | +176.1% |
| All | +277.1% | +7.0% | +270.1% | +254.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling