+3,549.0%
LRCX vs CNI
+138.2%
+3,410.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.7% |
| 7D | -3.1% | -0.4% | -2.7% | -2.7% |
| 30D | -8.6% | -2.7% | -5.9% | -6.5% |
| 3M | -17.7% | +3.9% | -21.6% | -21.1% |
| 6M | +36.4% | +16.4% | +20.0% | +18.4% |
| YTD | +74.5% | +25.8% | +48.7% | +41.4% |
| 1Y | +159.4% | +32.4% | +127.1% | +100.1% |
| 3Y | +361.6% | +19.1% | +342.5% | +282.2% |
| 5Y | +425.2% | +13.6% | +411.7% | +351.3% |
| All | +3,549.0% | +138.2% | +3,410.8% | +1,665.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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