+468.6%
LRCX vs CDW
-22.7%
+491.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -5.2% | +9.3% | +6.8% |
| 7D | +10.4% | -3.9% | +14.3% | +12.4% |
| 30D | +2.9% | +6.9% | -4.0% | -1.4% |
| 3M | -1.2% | +7.7% | -8.9% | -7.7% |
| 6M | +60.9% | +18.3% | +42.5% | +33.8% |
| YTD | +87.5% | +7.8% | +79.8% | +63.8% |
| 1Y | +206.6% | -12.2% | +218.8% | +214.6% |
| 3Y | +392.1% | -28.9% | +421.0% | +481.0% |
| All | +468.6% | -22.7% | +491.3% | +486.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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