+416.0%
LRCX vs OKE
+138.0%
+278.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.9% | -0.2% |
| 7D | -3.1% | +1.2% | -4.3% | -3.5% |
| 30D | -8.6% | +4.5% | -13.0% | -10.0% |
| 3M | -17.7% | +9.6% | -27.3% | -20.9% |
| 6M | +36.4% | +15.4% | +21.0% | +26.2% |
| YTD | +74.5% | +36.5% | +38.1% | +47.3% |
| 1Y | +159.4% | +39.0% | +120.5% | +115.5% |
| 3Y | +361.6% | +74.3% | +287.3% | +228.8% |
| All | +416.0% | +138.0% | +278.0% | +202.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling