+1,130.6%
LRCX vs ONTO
+695.7%
+435.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.9% | -0.7% | +0.8% |
| 7D | +10.4% | +9.7% | +0.8% | +3.6% |
| 30D | +2.9% | -8.8% | +11.7% | +8.6% |
| 3M | -1.2% | +4.5% | -5.7% | -5.6% |
| 6M | +60.9% | +56.4% | +4.4% | +15.8% |
| YTD | +87.5% | +78.1% | +9.5% | +23.3% |
| 1Y | +206.6% | +171.3% | +35.4% | +49.7% |
| 3Y | +392.1% | +118.7% | +273.4% | +131.3% |
| 5Y | +478.4% | +269.4% | +209.0% | +71.4% |
| All | +1,130.6% | +695.7% | +435.0% | +76.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling