+179.1%
LRCX vs CI
-4.4%
+183.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.0% | -6.6% | -5.4% |
| 7D | +1.8% | -1.3% | +3.2% | +1.6% |
| 30D | -4.3% | +3.1% | -7.4% | -3.6% |
| 3M | -7.3% | -4.5% | -2.8% | -7.3% |
| 6M | +38.6% | +8.3% | +30.3% | +38.9% |
| YTD | +74.4% | +3.8% | +70.6% | +75.7% |
| 1Y | +179.1% | -5.0% | +184.1% | +183.4% |
| All | +179.1% | -4.4% | +183.6% | +183.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 1y: compounded portfolio wealth divided by compounded CI 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…
1y analysis · Full analysis span regression · 6 months rolling