+302,042.5%
LRCX vs CAG
+594.9%
+301,447.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.4% | +5.6% | +4.5% |
| 7D | +10.4% | -5.3% | +15.7% | +11.7% |
| 30D | +2.9% | +1.0% | +1.9% | +2.5% |
| 3M | -1.2% | +17.4% | -18.5% | -6.0% |
| 6M | +60.9% | -16.8% | +77.7% | +65.7% |
| YTD | +87.5% | -6.8% | +94.3% | +86.8% |
| 1Y | +206.6% | -15.4% | +222.0% | +211.8% |
| 3Y | +392.1% | -37.1% | +429.2% | +427.1% |
| 5Y | +478.4% | -41.3% | +519.7% | +522.1% |
| 10Y | +3,821.0% | -35.5% | +3,856.5% | +3,805.7% |
| All | +302,042.5% | +594.9% | +301,447.6% | +91,374.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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