+230.3%
LRCX vs PATH
-80.2%
+310.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.1% | +8.3% | +8.2% |
| 7D | -16.2% | -5.3% | -10.9% | -15.1% |
| 30D | -39.2% | -0.5% | -38.6% | -39.1% |
| 3M | -34.4% | -7.1% | -27.2% | -34.3% |
| 6M | -32.4% | +23.8% | -56.2% | -37.8% |
| YTD | +17.4% | -20.7% | +38.1% | +18.5% |
| 1Y | +24.2% | -8.1% | +32.2% | +18.7% |
| 3Y | +221.6% | -21.8% | +243.4% | +196.1% |
| 5Y | +245.2% | -76.8% | +322.1% | +255.6% |
| All | +230.3% | -80.2% | +310.4% | +245.8% |
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 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