+281,108.8%
LRCX vs SHW
+19,997.4%
+261,111.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.8% | -0.9% |
| 7D | -3.1% | -3.1% | +0.1% | -1.4% |
| 30D | -8.6% | -10.0% | +1.5% | -3.3% |
| 3M | -17.7% | +2.3% | -19.9% | -20.0% |
| 6M | +36.4% | +0.7% | +35.7% | +34.0% |
| YTD | +74.5% | +0.5% | +74.1% | +71.6% |
| 1Y | +159.4% | -11.5% | +170.9% | +171.9% |
| 3Y | +361.6% | +21.3% | +340.3% | +304.6% |
| 5Y | +425.2% | +12.5% | +412.7% | +371.0% |
| 10Y | +3,645.0% | +287.3% | +3,357.7% | +1,665.4% |
| All | +281,108.8% | +19,997.4% | +261,111.4% | +15,062.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling