+392.1%
LRCX vs OVV
+47.2%
+344.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.0% | +5.2% | +4.4% |
| 7D | +10.4% | -3.7% | +14.1% | +11.2% |
| 30D | +2.9% | +8.0% | -5.1% | +1.0% |
| 3M | -1.2% | +11.3% | -12.4% | -4.1% |
| 6M | +60.9% | +24.0% | +36.9% | +49.1% |
| YTD | +87.5% | +65.3% | +22.2% | +57.1% |
| 1Y | +206.6% | +60.2% | +146.5% | +157.4% |
| 3Y | +392.1% | +46.9% | +345.2% | +305.1% |
| All | +392.1% | +47.2% | +344.8% | +305.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling