+277.1%
LRCX vs SHOP
-11.0%
+288.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.4% |
| 7D | +12.7% | -1.2% | +13.9% | +13.2% |
| 30D | -21.3% | -14.7% | -6.5% | -17.4% |
| 3M | -32.9% | -7.2% | -25.7% | -31.8% |
| 6M | -23.4% | +54.2% | -77.6% | -35.1% |
| YTD | +32.4% | -8.6% | +41.0% | +29.4% |
| 1Y | +48.0% | +0.5% | +47.5% | +40.0% |
| 3Y | +243.9% | +135.9% | +108.0% | +131.7% |
| All | +277.1% | -11.0% | +288.1% | +199.4% |
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