+7,987.1%
LRCX vs CDW
+903.1%
+7,084.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.1% | +5.7% |
| 7D | +1.9% | +3.2% | -1.3% | -0.1% |
| 30D | +0.1% | +9.3% | -9.2% | -5.8% |
| 3M | -8.5% | +9.8% | -18.3% | -15.8% |
| 6M | +38.1% | +23.3% | +14.7% | +11.6% |
| YTD | +80.1% | +13.7% | +66.4% | +50.7% |
| 1Y | +208.1% | -6.5% | +214.5% | +194.3% |
| 3Y | +350.2% | -25.2% | +375.5% | +398.5% |
| 5Y | +430.7% | -19.5% | +450.2% | +456.2% |
| 10Y | +3,633.2% | +285.8% | +3,347.4% | +1,620.5% |
| All | +7,987.1% | +903.1% | +7,084.0% | +3,055.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling