+159.4%
LRCX vs ON
+57.2%
+102.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +8.5% | -8.4% | -4.9% |
| 7D | -3.1% | +2.4% | -5.4% | -4.8% |
| 30D | -8.6% | -8.6% | +0.1% | -3.8% |
| 3M | -17.7% | -34.3% | +16.7% | +2.2% |
| 6M | +36.4% | +28.5% | +7.8% | +13.7% |
| YTD | +74.5% | +40.6% | +33.9% | +37.9% |
| 1Y | +159.4% | +55.3% | +104.1% | +93.3% |
| All | +159.4% | +57.2% | +102.3% | +93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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