+3,549.0%
LRCX vs CPB
-45.3%
+3,594.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | -3.1% | -1.8% | -1.3% | -3.1% |
| 30D | -8.6% | -7.1% | -1.5% | -8.7% |
| 3M | -17.7% | -6.0% | -11.6% | -17.7% |
| 6M | +36.4% | -5.3% | +41.6% | +36.3% |
| YTD | +74.5% | -20.8% | +95.4% | +75.6% |
| 1Y | +159.4% | -33.8% | +193.3% | +163.9% |
| 3Y | +361.6% | -43.7% | +405.3% | +369.0% |
| 5Y | +425.2% | -40.7% | +466.0% | +421.8% |
| All | +3,549.0% | -45.3% | +3,594.3% | +3,587.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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