+3,549.0%
LRCX vs CLX
-3.7%
+3,552.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.2% |
| 7D | -3.1% | -5.7% | +2.6% | -2.5% |
| 30D | -8.6% | -17.0% | +8.5% | -7.0% |
| 3M | -17.7% | -9.7% | -8.0% | -17.1% |
| 6M | +36.4% | -19.8% | +56.2% | +39.1% |
| YTD | +74.5% | -9.8% | +84.4% | +75.5% |
| 1Y | +159.4% | -26.2% | +185.6% | +167.2% |
| 3Y | +361.6% | -36.2% | +397.8% | +380.9% |
| 5Y | +425.2% | -38.3% | +463.6% | +442.1% |
| All | +3,549.0% | -3.7% | +3,552.7% | +3,003.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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