+1,743.5%
LRCX vs CLBK
+64.7%
+1,678.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -0.9% |
| 7D | +9.5% | -1.5% | +11.0% | +10.2% |
| 30D | +3.1% | +6.7% | -3.6% | +0.5% |
| 3M | -3.4% | +21.2% | -24.5% | -10.8% |
| 6M | +49.7% | +42.0% | +7.7% | +29.8% |
| YTD | +84.9% | +63.3% | +21.6% | +50.8% |
| 1Y | +200.8% | +65.4% | +135.4% | +143.4% |
| 3Y | +385.1% | +52.5% | +332.6% | +290.1% |
| 5Y | +460.5% | +42.0% | +418.5% | +315.3% |
| All | +1,743.5% | +64.7% | +1,678.8% | +1,154.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling