+2,547.4%
LRCX vs CSGP
+61.5%
+2,486.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +1.6% |
| 7D | -3.6% | -3.2% | -0.4% | -2.6% |
| 30D | -30.3% | +2.2% | -32.5% | -32.8% |
| 3M | -27.3% | -3.7% | -23.7% | -29.3% |
| 6M | -24.2% | -7.4% | -16.8% | -27.7% |
| YTD | +30.3% | -54.9% | +85.2% | +75.1% |
| 1Y | +34.3% | -54.9% | +89.2% | +79.5% |
| 3Y | +232.6% | -61.9% | +294.6% | +368.5% |
| 5Y | +286.2% | -63.1% | +349.3% | +435.9% |
| 10Y | +2,547.4% | +65.1% | +2,482.3% | +1,310.0% |
| All | +2,547.4% | +61.5% | +2,486.0% | +1,310.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 10y: compounded portfolio wealth divided by compounded CSGP 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…
10y analysis · Full analysis span regression · 6 months rolling