+478.4%
LRCX vs CB
+98.8%
+379.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.4% | +5.6% | +4.3% |
| 7D | +10.4% | -0.6% | +11.0% | +10.4% |
| 30D | +2.9% | -3.9% | +6.8% | +3.3% |
| 3M | -1.2% | +4.9% | -6.1% | -3.2% |
| 6M | +60.9% | +3.3% | +57.6% | +57.7% |
| YTD | +87.5% | +8.5% | +79.0% | +80.4% |
| 1Y | +206.6% | +22.1% | +184.6% | +181.6% |
| 3Y | +392.1% | +70.1% | +322.0% | +266.1% |
| 5Y | +478.4% | +97.4% | +381.0% | +310.1% |
| All | +478.4% | +98.8% | +379.6% | +310.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling