+13,207.4%
LRCX vs OVV
+162.8%
+13,044.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.7% | +6.9% | +5.5% |
| 7D | +1.9% | +0.3% | +1.6% | +1.8% |
| 30D | +0.1% | +11.7% | -11.7% | -2.8% |
| 3M | -8.5% | +9.8% | -18.3% | -11.1% |
| 6M | +38.1% | +26.6% | +11.5% | +28.4% |
| YTD | +80.1% | +67.0% | +13.0% | +55.8% |
| 1Y | +208.1% | +55.9% | +152.1% | +169.4% |
| 3Y | +350.2% | +45.5% | +304.7% | +293.3% |
| 5Y | +430.7% | +157.3% | +273.3% | +287.8% |
| 10Y | +3,633.2% | +65.0% | +3,568.2% | +2,105.5% |
| All | +13,207.4% | +162.8% | +13,044.6% | +4,564.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling