+208.1%
LRCX vs CRM
+8.9%
+199.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.0% | +7.1% | +4.5% |
| 7D | +1.9% | +1.3% | +0.6% | +2.3% |
| 30D | +0.1% | +34.3% | -34.3% | +10.7% |
| 3M | -8.5% | +37.7% | -46.2% | +7.4% |
| 6M | +38.1% | +34.9% | +3.1% | +63.6% |
| YTD | +80.1% | -1.6% | +81.7% | +122.9% |
| 1Y | +208.1% | +7.1% | +200.9% | +278.5% |
| All | +208.1% | +8.9% | +199.2% | +278.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CRM.
Daily Out/Under-Performance
Portfolio return minus CRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRM 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 1y: compounded portfolio wealth divided by compounded CRM 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…
1y analysis · Full analysis span regression · 6 months rolling