+213,159.3%
LRCX vs CPB
+359.2%
+212,800.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.2% | -6.5% | -3.9% |
| 7D | +12.7% | -1.6% | +14.3% | +12.9% |
| 30D | -21.3% | +19.2% | -40.5% | -24.0% |
| 3M | -32.9% | -0.9% | -32.0% | -33.3% |
| 6M | -23.4% | +15.2% | -38.6% | -26.7% |
| YTD | +32.4% | -13.1% | +45.4% | +32.9% |
| 1Y | +48.0% | -22.4% | +70.5% | +51.9% |
| 3Y | +243.9% | -35.3% | +279.2% | +258.3% |
| 5Y | +280.6% | -33.0% | +313.6% | +285.9% |
| 10Y | +2,547.5% | -39.2% | +2,586.7% | +2,555.7% |
| All | +213,159.3% | +359.2% | +212,800.1% | +93,595.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling