+208.1%
LRCX vs SHOP
+3.0%
+205.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.7% | +5.2% |
| 7D | +1.9% | -5.1% | +7.0% | +2.4% |
| 30D | +0.1% | +0.6% | -0.5% | 0.0% |
| 3M | -8.5% | +25.0% | -33.5% | -11.6% |
| 6M | +38.1% | +11.9% | +26.2% | +35.8% |
| YTD | +80.1% | -9.9% | +89.9% | +96.1% |
| 1Y | +208.1% | 0.0% | +208.1% | +222.2% |
| All | +208.1% | +3.0% | +205.1% | +222.2% |
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