+159.4%
LRCX vs SPMO
+24.6%
+134.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.5% | -1.1% |
| 7D | -3.1% | -0.9% | -2.1% | -0.9% |
| 30D | -8.6% | -1.9% | -6.6% | -4.1% |
| 3M | -17.7% | -1.4% | -16.3% | -12.0% |
| 6M | +36.4% | +25.5% | +10.9% | -11.8% |
| YTD | +74.5% | +24.8% | +49.7% | +15.5% |
| 1Y | +159.4% | +24.5% | +135.0% | +75.2% |
| All | +159.4% | +24.6% | +134.8% | +75.2% |
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