+3,866.3%
LRCX vs OVV
+55.1%
+3,811.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.9% | -1.5% |
| 7D | +9.5% | -3.8% | +13.3% | +10.4% |
| 30D | +3.1% | +1.3% | +1.8% | +2.7% |
| 3M | -3.4% | +14.3% | -17.7% | -6.6% |
| 6M | +49.7% | +21.1% | +28.6% | +42.0% |
| YTD | +84.9% | +66.0% | +18.8% | +63.4% |
| 1Y | +200.8% | +59.3% | +141.5% | +167.0% |
| 3Y | +385.1% | +47.6% | +337.5% | +330.6% |
| 5Y | +460.5% | +162.0% | +298.5% | +334.4% |
| 10Y | +3,866.3% | +56.5% | +3,809.8% | +2,377.2% |
| All | +3,866.3% | +55.1% | +3,811.1% | +2,377.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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