+26,957.5%
LRCX vs O
+5,367.1%
+21,590.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.5% | +4.3% |
| 7D | +10.4% | -0.6% | +11.0% | +10.7% |
| 30D | +2.9% | -2.0% | +4.9% | +3.8% |
| 3M | -1.2% | +3.0% | -4.2% | -3.5% |
| 6M | +60.9% | -3.6% | +64.5% | +61.7% |
| YTD | +87.5% | +12.1% | +75.5% | +75.2% |
| 1Y | +206.6% | +8.9% | +197.8% | +189.7% |
| 3Y | +392.1% | +30.3% | +361.8% | +315.4% |
| 5Y | +478.4% | +13.7% | +464.7% | +420.3% |
| 10Y | +3,821.0% | +50.3% | +3,770.7% | +2,838.6% |
| All | +26,957.5% | +5,367.1% | +21,590.4% | +4,417.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling