+460.5%
LRCX vs CPB
-38.1%
+498.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.3% |
| 7D | +9.5% | -8.0% | +17.5% | +7.3% |
| 30D | +3.1% | -2.4% | +5.5% | +2.7% |
| 3M | -3.4% | +0.5% | -3.9% | -2.3% |
| 6M | +49.7% | -10.5% | +60.1% | +48.9% |
| YTD | +84.9% | -17.5% | +102.4% | +82.4% |
| 1Y | +200.8% | -31.0% | +231.9% | +191.1% |
| 3Y | +385.1% | -40.6% | +425.7% | +357.4% |
| 5Y | +460.5% | -37.7% | +498.2% | +440.0% |
| All | +460.5% | -38.1% | +498.6% | +440.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling