+290,001.0%
LRCX vs SO
+5,976.4%
+284,024.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.7% | +5.9% | +5.3% |
| 7D | +1.9% | -0.2% | +2.1% | +1.9% |
| 30D | +0.1% | -4.6% | +4.7% | +1.2% |
| 3M | -8.5% | -3.0% | -5.4% | -8.3% |
| 6M | +38.1% | -8.3% | +46.3% | +40.1% |
| YTD | +80.1% | +3.5% | +76.5% | +76.9% |
| 1Y | +208.1% | -0.9% | +209.0% | +205.3% |
| 3Y | +350.2% | +45.4% | +304.9% | +292.9% |
| 5Y | +430.7% | +59.6% | +371.1% | +346.9% |
| 10Y | +3,633.2% | +156.6% | +3,476.6% | +2,669.8% |
| All | +290,001.0% | +5,976.4% | +284,024.6% | +124,904.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling