+42.8%
LRCX vs OKE
+43.1%
-0.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.6% | -0.4% | -6.3% |
| 7D | -12.8% | -5.2% | -7.5% | -15.7% |
| 30D | -36.0% | +1.1% | -37.1% | -35.1% |
| 3M | -30.2% | +2.2% | -32.4% | -28.2% |
| 6M | -14.2% | 0.0% | -14.2% | -11.9% |
| YTD | +29.7% | +26.5% | +3.2% | +59.9% |
| 1Y | +42.8% | +44.6% | -1.8% | +82.1% |
| All | +42.8% | +43.1% | -0.3% | +82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 1y: compounded portfolio wealth divided by compounded OKE 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…
1y analysis · Full analysis span regression · 6 months rolling