+179.1%
LRCX vs SHOP
-12.4%
+191.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.5% | -5.6% |
| 7D | +1.8% | -13.2% | +15.0% | +3.1% |
| 30D | -4.3% | -17.0% | +12.7% | -2.7% |
| 3M | -7.3% | +17.0% | -24.3% | -10.9% |
| 6M | +38.6% | -2.1% | +40.7% | +37.8% |
| YTD | +74.4% | -21.4% | +95.8% | +92.3% |
| 1Y | +179.1% | -11.0% | +190.1% | +192.0% |
| All | +179.1% | -12.4% | +191.5% | +192.0% |
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