+42.8%
LRCX vs CDE
+0.7%
+42.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +8.7% | -12.8% | -7.3% |
| 7D | -12.8% | +1.1% | -13.9% | -13.3% |
| 30D | -36.0% | -14.5% | -21.5% | -32.3% |
| 3M | -30.2% | -10.1% | -20.2% | -29.4% |
| 6M | -14.2% | -16.9% | +2.7% | -11.3% |
| YTD | +29.7% | -18.1% | +47.9% | +27.6% |
| 1Y | +42.8% | +5.6% | +37.2% | +23.9% |
| All | +42.8% | +0.7% | +42.1% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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