+42.8%
LRCX vs OPEN
-72.7%
+115.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +13.8% | -17.8% | -7.1% |
| 7D | -12.8% | +3.7% | -16.4% | -13.6% |
| 30D | -36.0% | -14.3% | -21.7% | -33.9% |
| 3M | -30.2% | -51.9% | +21.7% | -16.6% |
| 6M | -14.2% | -61.4% | +47.2% | +7.1% |
| YTD | +29.7% | -66.0% | +95.8% | +65.4% |
| 1Y | +42.8% | -71.4% | +114.2% | +86.0% |
| All | +42.8% | -72.7% | +115.5% | +86.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 1y: compounded portfolio wealth divided by compounded OPEN 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…
1y analysis · Full analysis span regression · 6 months rolling