+302,042.4%
LRCX vs CLX
+2,347.6%
+299,694.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.6% | +5.7% | +4.6% |
| 7D | +10.4% | -3.5% | +14.0% | +11.5% |
| 30D | +2.9% | -11.9% | +14.8% | +6.6% |
| 3M | -1.2% | -2.6% | +1.4% | -1.5% |
| 6M | +60.9% | -18.2% | +79.0% | +68.2% |
| YTD | +87.5% | -5.9% | +93.4% | +87.5% |
| 1Y | +206.6% | -23.8% | +230.5% | +224.9% |
| 3Y | +392.1% | -33.6% | +425.7% | +432.0% |
| 5Y | +478.4% | -35.7% | +514.1% | +516.5% |
| 10Y | +3,821.0% | -2.5% | +3,823.5% | +3,317.8% |
| All | +302,042.4% | +2,347.6% | +299,694.9% | +64,176.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling