+416.0%
LRCX vs CDE
+196.4%
+219.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.2% |
| 7D | -3.1% | -3.1% | 0.0% | -2.5% |
| 30D | -8.6% | +9.5% | -18.0% | -10.6% |
| 3M | -17.7% | +25.5% | -43.2% | -22.1% |
| 6M | +36.4% | -7.9% | +44.2% | +36.3% |
| YTD | +74.5% | +15.6% | +59.0% | +66.3% |
| 1Y | +159.4% | +34.0% | +125.4% | +138.3% |
| 3Y | +361.6% | +791.9% | -430.3% | +200.6% |
| All | +416.0% | +196.4% | +219.6% | +248.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling