+208.1%
LRCX vs CDE
+54.5%
+153.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.9% | +7.0% | +5.7% |
| 7D | +1.9% | +0.5% | +1.4% | +1.6% |
| 30D | +0.1% | +21.9% | -21.8% | -7.3% |
| 3M | -8.5% | +14.9% | -23.4% | -14.3% |
| 6M | +38.1% | -10.5% | +48.6% | +35.4% |
| YTD | +80.1% | +19.3% | +60.8% | +63.9% |
| 1Y | +208.1% | +50.8% | +157.3% | +163.1% |
| All | +208.1% | +54.5% | +153.5% | +163.1% |
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