+286.2%
LRCX vs CP
+25.5%
+260.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.7% | +0.6% |
| 7D | -3.6% | +2.8% | -6.4% | -5.3% |
| 30D | -30.3% | +11.0% | -41.3% | -35.1% |
| 3M | -27.3% | +3.8% | -31.2% | -29.6% |
| 6M | -24.2% | +9.5% | -33.7% | -30.0% |
| YTD | +30.3% | +28.2% | +2.1% | +7.1% |
| 1Y | +34.3% | +33.0% | +1.3% | +7.6% |
| 3Y | +232.6% | +35.5% | +197.1% | +158.0% |
| 5Y | +286.2% | +25.8% | +260.4% | +206.2% |
| All | +286.2% | +25.5% | +260.7% | +206.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling