+6,051.8%
LRCX vs CDW
+1,037.5%
+5,014.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | +26.2% | +9.1% | +17.1% | +20.2% |
| 30D | -22.4% | +13.7% | -36.1% | -28.4% |
| 3M | -28.2% | +27.0% | -55.3% | -39.3% |
| 6M | -19.0% | +75.9% | -94.9% | -46.4% |
| YTD | +37.0% | +28.9% | +8.1% | +4.5% |
| 1Y | +45.5% | +19.6% | +25.9% | +17.2% |
| 3Y | +249.7% | -14.6% | +264.3% | +251.0% |
| 5Y | +293.9% | -3.2% | +297.0% | +262.8% |
| 10Y | +2,639.6% | +321.3% | +2,318.3% | +1,070.1% |
| All | +6,051.8% | +1,037.5% | +5,014.4% | +2,088.8% |
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