+42.8%
LRCX vs SHOP
-6.2%
+49.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +7.3% | -11.4% | -4.4% |
| 7D | -12.8% | -9.0% | -3.7% | -12.2% |
| 30D | -36.0% | -4.4% | -31.5% | -35.6% |
| 3M | -30.2% | +24.1% | -54.3% | -30.7% |
| 6M | -14.2% | +20.0% | -34.2% | -14.6% |
| YTD | +29.7% | -4.9% | +34.7% | +43.0% |
| 1Y | +42.8% | -4.9% | +47.7% | +56.8% |
| All | +42.8% | -6.2% | +49.0% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 1y: compounded portfolio wealth divided by compounded SHOP 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…
1y analysis · Full analysis span regression · 6 months rolling