+1,045.4%
LRCX vs ONTO
+696.1%
+349.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | -3.1% |
| 7D | -3.1% | +4.9% | -8.0% | -6.3% |
| 30D | -8.6% | -16.6% | +8.1% | +3.2% |
| 3M | -17.7% | -7.3% | -10.3% | -14.8% |
| 6M | +36.4% | +45.9% | -9.6% | +2.8% |
| YTD | +74.5% | +78.2% | -3.6% | +14.6% |
| 1Y | +159.4% | +159.8% | -0.4% | +30.3% |
| 3Y | +361.6% | +123.4% | +238.2% | +113.3% |
| 5Y | +425.2% | +265.8% | +159.4% | +56.7% |
| All | +1,045.4% | +696.1% | +349.3% | +64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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