+3,549.0%
LRCX vs CAH
+294.8%
+3,254.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | -3.1% | -5.1% | +2.0% | -1.3% |
| 30D | -8.6% | +0.2% | -8.7% | -8.8% |
| 3M | -17.7% | +6.3% | -24.0% | -20.1% |
| 6M | +36.4% | +9.4% | +27.0% | +30.5% |
| YTD | +74.5% | +15.0% | +59.6% | +63.7% |
| 1Y | +159.4% | +55.4% | +104.0% | +115.3% |
| 3Y | +361.6% | +173.8% | +187.8% | +200.8% |
| 5Y | +425.2% | +395.2% | +30.0% | +162.3% |
| All | +3,549.0% | +294.8% | +3,254.2% | +1,719.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 10y: compounded portfolio wealth divided by compounded CAH 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…
10y analysis · Full analysis span regression · 6 months rolling