+3,866.3%
LRCX vs CSX
+481.1%
+3,385.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -0.6% |
| 7D | +9.5% | -0.6% | +10.1% | +10.0% |
| 30D | +3.1% | -3.2% | +6.3% | +5.4% |
| 3M | -3.4% | +2.6% | -6.0% | -5.2% |
| 6M | +49.7% | +19.8% | +29.9% | +32.0% |
| YTD | +84.9% | +34.7% | +50.2% | +50.9% |
| 1Y | +200.8% | +52.1% | +148.7% | +126.0% |
| 3Y | +385.1% | +68.4% | +316.6% | +232.3% |
| 5Y | +460.5% | +65.1% | +395.4% | +289.6% |
| 10Y | +3,866.3% | +496.7% | +3,369.5% | +1,601.7% |
| All | +3,866.3% | +481.1% | +3,385.2% | +1,601.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 CSX 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