+243.9%
LRCX vs ONTO
+51.5%
+192.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.9% | -0.5% | -1.5% |
| 7D | +12.7% | +17.5% | -4.8% | +1.6% |
| 30D | -21.3% | -15.7% | -5.6% | -12.2% |
| 3M | -32.9% | -39.7% | +6.8% | -8.4% |
| 6M | -23.4% | -26.5% | +3.1% | -7.8% |
| YTD | +32.4% | +29.0% | +3.4% | +14.6% |
| 1Y | +48.0% | +57.0% | -8.9% | +15.0% |
| 3Y | +243.9% | +50.0% | +193.9% | +143.7% |
| All | +243.9% | +51.5% | +192.4% | +143.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling