+55,451.2%
LRCX vs CB
+6,559.4%
+48,891.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.9% | +7.0% | +5.9% |
| 7D | +1.9% | +0.5% | +1.4% | +1.6% |
| 30D | +0.1% | -3.1% | +3.2% | +1.2% |
| 3M | -8.5% | +9.0% | -17.4% | -13.3% |
| 6M | +38.1% | +2.9% | +35.2% | +33.5% |
| YTD | +80.1% | +10.1% | +70.0% | +68.2% |
| 1Y | +208.1% | +22.8% | +185.3% | +173.4% |
| 3Y | +350.2% | +73.8% | +276.4% | +236.2% |
| 5Y | +430.7% | +99.2% | +331.5% | +271.7% |
| 10Y | +3,633.2% | +218.2% | +3,415.0% | +2,014.2% |
| All | +55,451.2% | +6,559.4% | +48,891.8% | +12,448.2% |
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