+42.8%
LRCX vs OTIS
-9.8%
+52.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.9% | -7.9% | -2.2% |
| 7D | -12.8% | +9.5% | -22.3% | -9.0% |
| 30D | -36.0% | +21.1% | -57.1% | -31.0% |
| 3M | -30.2% | +9.0% | -39.2% | -26.1% |
| 6M | -14.2% | +6.4% | -20.6% | -8.6% |
| YTD | +29.7% | -7.1% | +36.9% | +36.0% |
| 1Y | +42.8% | -10.1% | +52.9% | +48.2% |
| All | +42.8% | -9.8% | +52.6% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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