+48.0%
LRCX vs SHOP
-4.4%
+52.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.4% |
| 7D | +12.7% | -1.2% | +13.9% | +12.8% |
| 30D | -21.3% | -14.7% | -6.5% | -20.5% |
| 3M | -32.9% | -7.2% | -25.7% | -32.5% |
| 6M | -23.4% | +54.2% | -77.6% | -26.1% |
| YTD | +32.4% | -8.6% | +41.0% | +45.1% |
| 1Y | +48.0% | +0.5% | +47.5% | +55.0% |
| All | +48.0% | -4.4% | +52.4% | +55.0% |
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