+290,001.0%
LRCX vs CPB
+325.7%
+289,675.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.4% | +8.5% | +5.7% |
| 7D | +1.9% | -8.6% | +10.5% | +3.4% |
| 30D | +0.1% | -7.2% | +7.3% | +1.2% |
| 3M | -8.5% | +0.9% | -9.4% | -9.6% |
| 6M | +38.1% | -11.8% | +49.9% | +39.4% |
| YTD | +80.1% | -19.4% | +99.5% | +84.3% |
| 1Y | +208.1% | -30.4% | +238.4% | +223.7% |
| 3Y | +350.2% | -40.2% | +390.4% | +377.3% |
| 5Y | +430.7% | -39.5% | +470.2% | +451.7% |
| 10Y | +3,633.2% | -47.4% | +3,680.6% | +3,787.3% |
| All | +290,001.0% | +325.7% | +289,675.3% | +129,804.6% |
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