+208.1%
LRCX vs SPMO
+29.9%
+178.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.6% | +3.6% | +1.7% |
| 7D | +1.9% | +2.0% | -0.1% | -2.3% |
| 30D | +0.1% | -0.4% | +0.4% | +1.3% |
| 3M | -8.5% | -1.9% | -6.6% | -0.8% |
| 6M | +38.1% | +25.0% | +13.0% | -9.8% |
| YTD | +80.1% | +26.0% | +54.0% | +16.5% |
| 1Y | +208.1% | +28.7% | +179.4% | +96.5% |
| All | +208.1% | +29.9% | +178.1% | +96.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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