+1,544.8%
LRCX vs OTIS
+91.3%
+1,453.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.9% |
| 7D | -3.1% | -3.0% | -0.1% | -1.5% |
| 30D | -8.6% | -6.0% | -2.5% | -5.7% |
| 3M | -17.7% | -0.9% | -16.8% | -18.3% |
| 6M | +36.4% | -17.3% | +53.7% | +50.0% |
| YTD | +74.5% | -19.6% | +94.1% | +93.5% |
| 1Y | +159.4% | -21.0% | +180.5% | +190.3% |
| 3Y | +361.6% | -12.1% | +373.7% | +373.6% |
| 5Y | +425.2% | -17.1% | +442.3% | +439.9% |
| All | +1,544.8% | +91.3% | +1,453.5% | +1,262.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling