+424.9%
LRCX vs ON
+51.2%
+373.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.1% | -4.5% | -5.0% |
| 7D | +1.8% | -4.7% | +6.6% | +4.6% |
| 30D | -4.3% | -13.5% | +9.2% | +4.2% |
| 3M | -7.3% | -36.3% | +29.0% | +18.7% |
| 6M | +38.6% | +17.8% | +20.8% | +21.6% |
| YTD | +74.4% | +29.6% | +44.8% | +44.3% |
| 1Y | +179.1% | +45.8% | +133.3% | +113.8% |
| 3Y | +357.7% | -28.3% | +386.0% | +386.2% |
| 5Y | +424.9% | +49.6% | +375.2% | +255.5% |
| All | +424.9% | +51.2% | +373.6% | +255.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling