+293.9%
LRCX vs PATH
-76.9%
+370.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +26.2% | +0.7% | +25.5% | +26.1% |
| 30D | -22.4% | -1.1% | -21.2% | -22.2% |
| 3M | -28.2% | -14.2% | -14.1% | -26.7% |
| 6M | -19.0% | +30.9% | -49.9% | -26.7% |
| YTD | +37.0% | -20.1% | +57.0% | +38.1% |
| 1Y | +45.5% | -8.1% | +53.6% | +38.9% |
| 3Y | +249.7% | -24.3% | +274.0% | +222.8% |
| 5Y | +293.9% | -75.6% | +369.5% | +305.4% |
| All | +293.9% | -76.9% | +370.7% | +305.4% |
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