+194.4%
LRCX vs PATH
+31.7%
+162.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -16.6% | +21.8% | +4.6% |
| 7D | +1.9% | -16.3% | +18.2% | +1.5% |
| 30D | +0.1% | +9.9% | -9.8% | +0.3% |
| 3M | -8.5% | +30.2% | -38.6% | -7.3% |
| 6M | +38.1% | +37.2% | +0.8% | +39.7% |
| YTD | +80.1% | -7.3% | +87.4% | +89.5% |
| All | +194.4% | +31.7% | +162.7% | +201.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 1y: compounded portfolio wealth divided by compounded PATH 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…
1y analysis · Full analysis span regression · 6 months rolling