+416.0%
LRCX vs OTIS
-17.8%
+433.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -1.1% |
| 7D | -3.1% | -3.0% | -0.1% | -1.2% |
| 30D | -8.6% | -6.0% | -2.5% | -5.1% |
| 3M | -17.7% | -0.9% | -16.8% | -18.6% |
| 6M | +36.4% | -17.3% | +53.7% | +53.6% |
| YTD | +74.5% | -19.6% | +94.1% | +98.3% |
| 1Y | +159.4% | -21.0% | +180.5% | +198.1% |
| 3Y | +361.6% | -12.1% | +373.7% | +353.1% |
| All | +416.0% | -17.8% | +433.8% | +384.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling