+297,723.7%
LRCX vs COST
+11,573.1%
+286,150.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.1% |
| 7D | +9.5% | -2.8% | +12.3% | +10.9% |
| 30D | +3.1% | -5.3% | +8.3% | +5.4% |
| 3M | -3.4% | -6.7% | +3.3% | -1.6% |
| 6M | +49.7% | -9.9% | +59.6% | +53.8% |
| YTD | +84.9% | +5.1% | +79.7% | +76.7% |
| 1Y | +200.8% | -7.3% | +208.1% | +203.5% |
| 3Y | +385.1% | +70.4% | +314.7% | +269.9% |
| 5Y | +460.5% | +104.4% | +356.1% | +297.7% |
| 10Y | +3,866.3% | +609.0% | +3,257.3% | +1,578.0% |
| All | +297,723.7% | +11,573.1% | +286,150.6% | +37,192.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 COST 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