+277.1%
LRCX vs OPEN
-94.8%
+371.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.6% | +0.3% | -2.9% |
| 7D | +12.7% | -15.0% | +27.7% | +15.1% |
| 30D | -21.3% | -40.2% | +18.9% | -16.5% |
| 3M | -32.9% | -67.4% | +34.5% | -22.8% |
| 6M | -23.4% | -74.0% | +50.6% | -9.5% |
| YTD | +32.4% | -79.6% | +112.0% | +60.2% |
| 1Y | +48.0% | -86.1% | +134.1% | +87.4% |
| 3Y | +243.9% | -41.4% | +285.3% | +185.1% |
| All | +277.1% | -94.8% | +371.9% | +295.8% |
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