+39,903.6%
LRCX vs CB
+7,007.0%
+32,896.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.4% | +10.8% | +10.6% |
| 7D | -2.7% | -1.5% | -1.2% | -2.2% |
| 30D | -30.6% | +6.5% | -37.1% | -32.7% |
| 3M | -28.8% | +4.1% | -32.9% | -30.5% |
| 6M | -24.6% | +14.4% | -39.0% | -30.5% |
| YTD | +29.7% | +17.5% | +12.2% | +17.2% |
| 1Y | +39.5% | +27.5% | +12.0% | +21.5% |
| 3Y | +248.9% | +71.6% | +177.3% | +161.2% |
| 5Y | +274.3% | +100.6% | +173.7% | +160.3% |
| 10Y | +2,479.7% | +243.0% | +2,236.7% | +1,308.3% |
| All | +39,903.6% | +7,007.0% | +32,896.6% | +8,641.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling