+1,640.7%
LRCX vs CLBK
+65.5%
+1,575.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -3.1% | -1.5% | -1.6% | -2.5% |
| 30D | -8.6% | -1.0% | -7.5% | -8.2% |
| 3M | -17.7% | +22.9% | -40.6% | -24.5% |
| 6M | +36.4% | +44.2% | -7.9% | +17.6% |
| YTD | +74.5% | +64.0% | +10.6% | +42.2% |
| 1Y | +159.4% | +65.7% | +93.8% | +109.7% |
| 3Y | +361.6% | +54.1% | +307.5% | +269.5% |
| 5Y | +425.2% | +44.7% | +380.5% | +284.2% |
| All | +1,640.7% | +65.5% | +1,575.2% | +1,081.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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