+3,546.5%
LRCX vs SHOP
+3,058.7%
+487.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.5% | -5.6% |
| 7D | +1.8% | -13.2% | +15.0% | +6.3% |
| 30D | -4.3% | -17.0% | +12.7% | +1.3% |
| 3M | -7.3% | +17.0% | -24.3% | -14.6% |
| 6M | +38.6% | -2.1% | +40.7% | +32.8% |
| YTD | +74.4% | -21.4% | +95.8% | +78.3% |
| 1Y | +179.1% | -11.0% | +190.1% | +172.6% |
| 3Y | +357.7% | +100.9% | +256.8% | +211.2% |
| 5Y | +424.9% | -14.7% | +439.6% | +319.4% |
| All | +3,546.5% | +3,058.7% | +487.8% | +747.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling