+3,549.0%
LRCX vs OMC
+34.2%
+3,514.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +0.3% |
| 7D | -3.1% | -4.4% | +1.3% | -1.2% |
| 30D | -8.6% | -7.6% | -1.0% | -5.5% |
| 3M | -17.7% | +4.5% | -22.2% | -21.4% |
| 6M | +36.4% | -0.3% | +36.6% | +32.7% |
| YTD | +74.5% | -0.1% | +74.7% | +66.4% |
| 1Y | +159.4% | +4.6% | +154.8% | +137.3% |
| 3Y | +361.6% | +10.5% | +351.1% | +300.1% |
| 5Y | +425.2% | +31.7% | +393.5% | +308.9% |
| All | +3,549.0% | +34.2% | +3,514.8% | +2,502.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 10y: compounded portfolio wealth divided by compounded OMC 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…
10y analysis · Full analysis span regression · 6 months rolling