+42.8%
LRCX vs SHW
+7.3%
+35.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +6.6% | -10.7% | -5.0% |
| 7D | -12.8% | +13.3% | -26.1% | -15.0% |
| 30D | -36.0% | +14.1% | -50.1% | -38.2% |
| 3M | -30.2% | +0.8% | -31.0% | -29.5% |
| 6M | -14.2% | +17.6% | -31.9% | -21.0% |
| YTD | +29.7% | +13.0% | +16.8% | +21.3% |
| 1Y | +42.8% | +7.0% | +35.8% | +37.1% |
| All | +42.8% | +7.3% | +35.5% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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