+277.1%
LRCX vs PATH
-75.6%
+352.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.7% | -3.6% |
| 7D | +12.7% | +2.1% | +10.6% | +12.2% |
| 30D | -21.3% | +1.6% | -22.9% | -21.5% |
| 3M | -32.9% | -20.4% | -12.4% | -30.2% |
| 6M | -23.4% | +40.1% | -63.5% | -31.8% |
| YTD | +32.4% | -19.0% | +51.4% | +33.1% |
| 1Y | +48.0% | -5.8% | +53.9% | +40.4% |
| 3Y | +243.9% | -22.9% | +266.9% | +216.0% |
| All | +277.1% | -75.6% | +352.6% | +286.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling