+424.9%
LRCX vs CIFR
+21.7%
+403.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.7% | 0.0% | -4.9% |
| 7D | +1.8% | -8.2% | +10.1% | +3.0% |
| 30D | -4.3% | -7.4% | +3.1% | -3.7% |
| 3M | -7.3% | -24.2% | +16.8% | -5.1% |
| 6M | +38.6% | +14.2% | +24.4% | +35.2% |
| YTD | +74.4% | +8.0% | +66.4% | +70.1% |
| 1Y | +179.1% | +55.5% | +123.6% | +158.8% |
| 3Y | +357.7% | +429.6% | -71.9% | +244.6% |
| 5Y | +424.9% | +20.8% | +404.1% | +253.4% |
| All | +424.9% | +21.7% | +403.2% | +253.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CIFR.
Daily Out/Under-Performance
Portfolio return minus CIFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIFR 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 5y: compounded portfolio wealth divided by compounded CIFR 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…
5y analysis · Full analysis span regression · 6 months rolling