+416.0%
LRCX vs SHOP
-13.7%
+429.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.7% | -0.4% |
| 7D | -3.1% | -11.2% | +8.2% | +0.2% |
| 30D | -8.6% | -14.4% | +5.8% | -4.6% |
| 3M | -17.7% | +16.6% | -34.3% | -23.6% |
| 6M | +36.4% | -0.6% | +36.9% | +30.6% |
| YTD | +74.5% | -20.0% | +94.5% | +77.9% |
| 1Y | +159.4% | -11.2% | +170.6% | +154.9% |
| 3Y | +361.6% | +99.5% | +262.1% | +224.8% |
| All | +416.0% | -13.7% | +429.7% | +299.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling