+280,910.8%
LRCX vs CDE
-89.9%
+281,000.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.1% | -2.5% | -5.3% |
| 7D | +1.8% | -6.1% | +7.9% | +2.5% |
| 30D | -4.3% | +9.5% | -13.8% | -5.4% |
| 3M | -7.3% | +32.0% | -39.3% | -10.2% |
| 6M | +38.6% | -12.8% | +51.4% | +39.9% |
| YTD | +74.4% | +14.2% | +60.2% | +70.7% |
| 1Y | +179.1% | +36.3% | +142.8% | +167.0% |
| 3Y | +357.7% | +821.4% | -463.7% | +254.2% |
| 5Y | +424.9% | +194.3% | +230.6% | +336.1% |
| 10Y | +3,642.4% | +53.2% | +3,589.1% | +2,912.7% |
| All | +280,910.8% | -89.9% | +281,000.7% | +184,877.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling