+1,642.0%
LRCX vs OTIS
+91.8%
+1,550.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -0.8% |
| 7D | +9.5% | -2.2% | +11.7% | +10.8% |
| 30D | +3.1% | -4.3% | +7.4% | +5.3% |
| 3M | -3.4% | -2.2% | -1.2% | -3.4% |
| 6M | +49.7% | -19.9% | +69.6% | +67.6% |
| YTD | +84.9% | -19.3% | +104.2% | +104.6% |
| 1Y | +200.8% | -19.6% | +220.4% | +233.0% |
| 3Y | +385.1% | -11.5% | +396.6% | +395.7% |
| 5Y | +460.5% | -16.8% | +477.3% | +474.8% |
| All | +1,642.0% | +91.8% | +1,550.2% | +1,340.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling