+243.9%
LRCX vs CPB
-35.1%
+279.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.2% | -6.5% | -2.0% |
| 7D | +12.7% | -1.6% | +14.3% | +12.1% |
| 30D | -21.3% | +19.2% | -40.5% | -14.5% |
| 3M | -32.9% | -0.9% | -32.0% | -31.4% |
| 6M | -23.4% | +15.2% | -38.6% | -17.2% |
| YTD | +32.4% | -13.1% | +45.4% | +35.0% |
| 1Y | +48.0% | -22.4% | +70.5% | +47.9% |
| 3Y | +243.9% | -35.3% | +279.2% | +219.4% |
| All | +243.9% | -35.1% | +279.0% | +219.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling