+297,723.7%
LRCX vs OMC
+5,687.0%
+292,036.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.5% | +2.1% | +0.7% |
| 7D | +9.5% | -4.2% | +13.8% | +12.2% |
| 30D | +3.1% | -7.5% | +10.6% | +7.4% |
| 3M | -3.4% | +4.6% | -8.0% | -8.8% |
| 6M | +49.7% | -4.8% | +54.5% | +48.6% |
| YTD | +84.9% | -1.0% | +85.9% | +74.3% |
| 1Y | +200.8% | +3.8% | +197.0% | +170.5% |
| 3Y | +385.1% | +10.2% | +374.8% | +310.4% |
| 5Y | +460.5% | +29.7% | +430.8% | +323.6% |
| 10Y | +3,866.3% | +32.3% | +3,834.0% | +2,642.3% |
| All | +297,723.7% | +5,687.0% | +292,036.7% | +29,199.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling