+179.1%
LRCX vs CP
+20.0%
+159.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.4% | -4.3% | -5.3% |
| 7D | +1.8% | -2.7% | +4.5% | +2.6% |
| 30D | -4.3% | -3.4% | -1.0% | -3.4% |
| 3M | -7.3% | -0.6% | -6.7% | -7.6% |
| 6M | +38.6% | +6.3% | +32.3% | +33.3% |
| YTD | +74.4% | +21.2% | +53.3% | +62.6% |
| 1Y | +179.1% | +20.0% | +159.1% | +164.9% |
| All | +179.1% | +20.0% | +159.1% | +164.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling