+388.9%
LRCX vs SHOP
+100.0%
+288.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.5% | +4.0% | -0.1% |
| 7D | +9.5% | -10.6% | +20.2% | +12.4% |
| 30D | +3.1% | -18.3% | +21.4% | +8.2% |
| 3M | -3.4% | +14.8% | -18.2% | -9.2% |
| 6M | +49.7% | -5.0% | +54.7% | +46.4% |
| YTD | +84.9% | -21.2% | +106.1% | +91.0% |
| 1Y | +200.8% | -11.6% | +212.4% | +198.3% |
| All | +388.9% | +100.0% | +288.8% | +268.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling