+388.9%
LRCX vs OPEN
-21.9%
+410.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -1.2% |
| 7D | +9.5% | -2.9% | +12.5% | +9.9% |
| 30D | +3.1% | -13.8% | +16.9% | +4.6% |
| 3M | -3.4% | -30.9% | +27.5% | +0.1% |
| 6M | +49.7% | -40.9% | +90.6% | +57.1% |
| YTD | +84.9% | -48.5% | +133.4% | +96.0% |
| 1Y | +200.8% | -50.9% | +251.7% | +210.0% |
| All | +388.9% | -21.9% | +410.7% | +343.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling