+460.5%
LRCX vs SO
+57.7%
+402.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.5% |
| 7D | +9.5% | 0.0% | +9.5% | +9.5% |
| 30D | +3.1% | -2.5% | +5.6% | +2.8% |
| 3M | -3.4% | -4.2% | +0.8% | -3.9% |
| 6M | +49.7% | -7.7% | +57.3% | +48.7% |
| YTD | +84.9% | +3.8% | +81.1% | +84.2% |
| 1Y | +200.8% | +0.1% | +200.8% | +199.3% |
| 3Y | +385.1% | +44.2% | +340.9% | +348.5% |
| 5Y | +460.5% | +57.9% | +402.6% | +400.2% |
| All | +460.5% | +57.7% | +402.8% | +400.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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