+424.9%
LRCX vs COR
+179.1%
+245.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.7% | -4.9% | -5.7% |
| 7D | +1.8% | -4.8% | +6.7% | +1.5% |
| 30D | -4.3% | -3.7% | -0.6% | -4.4% |
| 3M | -7.3% | +14.3% | -21.7% | -7.4% |
| 6M | +38.6% | -8.5% | +47.0% | +41.8% |
| YTD | +74.4% | -4.4% | +78.8% | +78.1% |
| 1Y | +179.1% | +9.1% | +170.0% | +182.2% |
| 3Y | +357.7% | +85.2% | +272.5% | +306.8% |
| 5Y | +424.9% | +180.7% | +244.2% | +308.0% |
| All | +424.9% | +179.1% | +245.8% | +308.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 5y: compounded portfolio wealth divided by compounded COR 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…
5y analysis · Full analysis span regression · 6 months rolling