+406.4%
LRCX vs PATH
-76.8%
+483.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -16.6% | +21.8% | +8.7% |
| 7D | +1.9% | -16.3% | +18.2% | +5.3% |
| 30D | +0.1% | +9.9% | -9.8% | -2.9% |
| 3M | -8.5% | +30.2% | -38.6% | -15.4% |
| 6M | +38.1% | +37.2% | +0.8% | +23.7% |
| YTD | +80.1% | -7.3% | +87.4% | +76.6% |
| 1Y | +208.1% | +40.0% | +168.1% | +161.8% |
| 3Y | +350.2% | -4.4% | +354.6% | +294.4% |
| 5Y | +430.7% | -76.0% | +506.7% | +437.0% |
| All | +406.4% | -76.8% | +483.2% | +415.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling