+3,549.0%
LRCX vs CHD
+126.1%
+3,422.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | 0.0% |
| 7D | -3.1% | -4.5% | +1.4% | -2.5% |
| 30D | -8.6% | -6.7% | -1.8% | -7.7% |
| 3M | -17.7% | -2.7% | -15.0% | -17.8% |
| 6M | +36.4% | -4.9% | +41.3% | +36.6% |
| YTD | +74.5% | +13.3% | +61.2% | +68.5% |
| 1Y | +159.4% | +1.0% | +158.4% | +156.0% |
| 3Y | +361.6% | +1.3% | +360.3% | +344.8% |
| 5Y | +425.2% | +20.8% | +404.4% | +365.4% |
| All | +3,549.0% | +126.1% | +3,422.9% | +2,474.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 10y: compounded portfolio wealth divided by compounded CHD 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…
10y analysis · Full analysis span regression · 6 months rolling