+392.1%
LRCX vs CPB
-40.5%
+432.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.8% | +2.4% | +4.8% |
| 7D | +10.4% | -8.2% | +18.6% | +7.2% |
| 30D | +2.9% | -5.6% | +8.5% | +1.1% |
| 3M | -1.2% | +3.0% | -4.1% | +0.9% |
| 6M | +60.9% | -12.7% | +73.6% | +58.4% |
| YTD | +87.5% | -18.0% | +105.5% | +83.3% |
| 1Y | +206.6% | -31.7% | +238.4% | +190.8% |
| 3Y | +392.1% | -41.0% | +433.0% | +351.2% |
| All | +392.1% | -40.5% | +432.6% | +351.2% |
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