+3,866.3%
LRCX vs CP
+224.3%
+3,641.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.3% | -0.6% |
| 7D | +9.5% | +0.6% | +9.0% | +9.1% |
| 30D | +3.1% | -0.5% | +3.6% | +3.4% |
| 3M | -3.4% | +0.1% | -3.5% | -4.6% |
| 6M | +49.7% | +7.8% | +41.9% | +39.4% |
| YTD | +84.9% | +22.9% | +62.0% | +54.5% |
| 1Y | +200.8% | +21.3% | +179.5% | +153.2% |
| 3Y | +385.1% | +20.4% | +364.7% | +302.9% |
| 5Y | +460.5% | +34.9% | +425.6% | +316.0% |
| 10Y | +3,866.3% | +233.3% | +3,632.9% | +1,473.6% |
| All | +3,866.3% | +224.3% | +3,641.9% | +1,473.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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