+2,547.4%
LRCX vs CL
+78.1%
+2,469.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -3.6% | +2.6% | -6.2% | -4.1% |
| 30D | -30.3% | +11.8% | -42.0% | -31.9% |
| 3M | -27.3% | +5.9% | -33.2% | -28.3% |
| 6M | -24.2% | +13.3% | -37.6% | -27.2% |
| YTD | +30.3% | +27.1% | +3.2% | +20.3% |
| 1Y | +34.3% | +28.0% | +6.3% | +23.4% |
| 3Y | +232.6% | +39.4% | +193.3% | +177.7% |
| 5Y | +286.2% | +40.8% | +245.4% | +215.9% |
| 10Y | +2,547.4% | +84.9% | +2,462.6% | +1,832.0% |
| All | +2,547.4% | +78.1% | +2,469.3% | +1,832.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 CL 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