+460.5%
LRCX vs CCL
+1.3%
+459.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.7% | -0.6% |
| 7D | +9.5% | -4.4% | +13.9% | +11.4% |
| 30D | +3.1% | -18.2% | +21.3% | +11.3% |
| 3M | -3.4% | -17.7% | +14.3% | +3.8% |
| 6M | +49.7% | -13.0% | +62.7% | +57.0% |
| YTD | +84.9% | -24.5% | +109.3% | +103.8% |
| 1Y | +200.8% | -26.9% | +227.8% | +233.5% |
| 3Y | +385.1% | +50.8% | +334.3% | +296.0% |
| 5Y | +460.5% | -0.9% | +461.4% | +400.6% |
| All | +460.5% | +1.3% | +459.2% | +400.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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