+424.9%
LRCX vs OPEN
-85.3%
+510.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.7% | +1.0% | -4.7% |
| 7D | +1.8% | -10.5% | +12.4% | +3.4% |
| 30D | -4.3% | -21.8% | +17.5% | -1.2% |
| 3M | -7.3% | -37.5% | +30.2% | -1.6% |
| 6M | +38.6% | -44.1% | +82.7% | +48.6% |
| YTD | +74.4% | -52.0% | +126.4% | +89.9% |
| 1Y | +179.1% | -52.2% | +231.3% | +189.4% |
| 3Y | +357.7% | -25.9% | +383.6% | +279.9% |
| 5Y | +424.9% | -85.1% | +509.9% | +363.7% |
| All | +424.9% | -85.3% | +510.1% | +363.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling