+42.8%
LRCX vs CCJ
-26.2%
+69.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.2% |
| 7D | -12.8% | -14.5% | +1.7% | -3.2% |
| 30D | -36.0% | -18.1% | -17.9% | -27.2% |
| 3M | -30.2% | -23.0% | -7.2% | -17.7% |
| 6M | -14.2% | -39.4% | +25.2% | +16.1% |
| YTD | +29.7% | -21.7% | +51.4% | +44.3% |
| 1Y | +42.8% | -25.9% | +68.7% | +63.8% |
| All | +42.8% | -26.2% | +69.0% | +63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 CCJ 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