+274.3%
LRCX vs CSX
+52.7%
+221.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.8% | +7.6% | +8.6% |
| 7D | -2.7% | -2.2% | -0.5% | -1.3% |
| 30D | -30.6% | +6.8% | -37.4% | -34.2% |
| 3M | -28.8% | +0.7% | -29.5% | -29.9% |
| 6M | -24.6% | +13.3% | -37.9% | -32.1% |
| YTD | +29.7% | +40.5% | -10.9% | -0.7% |
| 1Y | +39.5% | +44.7% | -5.2% | +4.6% |
| 3Y | +248.9% | +74.5% | +174.4% | +113.0% |
| 5Y | +274.3% | +52.0% | +222.4% | +151.2% |
| All | +274.3% | +52.7% | +221.6% | +151.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling