+424.9%
LRCX vs CCJ
+326.6%
+98.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.0% | -2.7% | -4.5% |
| 7D | +1.8% | -3.2% | +5.0% | +3.1% |
| 30D | -4.3% | -1.3% | -3.0% | -3.9% |
| 3M | -7.3% | +2.5% | -9.8% | -7.9% |
| 6M | +38.6% | -18.9% | +57.4% | +48.9% |
| YTD | +74.4% | +6.5% | +67.9% | +71.3% |
| 1Y | +179.1% | +22.8% | +156.3% | +157.3% |
| 3Y | +357.7% | +164.5% | +193.2% | +210.3% |
| 5Y | +424.9% | +303.7% | +121.2% | +194.6% |
| All | +424.9% | +326.6% | +98.3% | +194.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling