+53.2%
LRCX vs CB
+27.2%
+26.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.3% |
| 7D | +26.2% | 0.0% | +26.2% | +26.6% |
| 30D | -22.4% | +7.4% | -29.8% | -12.6% |
| 3M | -28.2% | +8.6% | -36.8% | -17.5% |
| 6M | -19.0% | +16.1% | -35.2% | +4.2% |
| YTD | +37.0% | +20.2% | +16.8% | +88.4% |
| All | +53.2% | +27.2% | +26.0% | +117.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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