+361.3%
LRCX vs CHD
+0.5%
+360.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.3% | -4.3% | -6.2% |
| 7D | +1.8% | -4.7% | +6.5% | -0.2% |
| 30D | -4.3% | -8.3% | +4.0% | -7.5% |
| 3M | -7.3% | -4.0% | -3.3% | -7.9% |
| 6M | +38.6% | -6.5% | +45.1% | +36.7% |
| YTD | +74.4% | +13.1% | +61.3% | +82.2% |
| 1Y | +179.1% | +2.3% | +176.8% | +186.6% |
| All | +361.3% | +0.5% | +360.8% | +376.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling