+361.3%
LRCX vs ON
-29.2%
+390.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.1% | -4.5% | -5.0% |
| 7D | +1.8% | -4.7% | +6.6% | +4.4% |
| 30D | -4.3% | -13.5% | +9.2% | +3.4% |
| 3M | -7.3% | -36.3% | +29.0% | +16.3% |
| 6M | +38.6% | +17.8% | +20.8% | +24.8% |
| YTD | +74.4% | +29.6% | +44.8% | +49.3% |
| 1Y | +179.1% | +45.8% | +133.3% | +123.9% |
| All | +361.3% | -29.2% | +390.5% | +375.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling