+302,042.5%
LRCX vs SHEL
+2,525.5%
+299,517.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.5% | +1.6% | +3.3% |
| 7D | +10.4% | +1.9% | +8.5% | +9.8% |
| 30D | +2.9% | +8.7% | -5.7% | +0.1% |
| 3M | -1.2% | +11.0% | -12.1% | -4.9% |
| 6M | +60.9% | +14.6% | +46.3% | +52.7% |
| YTD | +87.5% | +33.3% | +54.3% | +69.1% |
| 1Y | +206.6% | +37.9% | +168.8% | +173.2% |
| 3Y | +392.1% | +69.7% | +322.3% | +309.2% |
| 5Y | +478.4% | +190.2% | +288.3% | +300.1% |
| 10Y | +3,821.0% | +197.0% | +3,624.0% | +2,520.9% |
| All | +302,042.5% | +2,525.5% | +299,517.0% | +160,299.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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