+208.1%
LRCX vs CVS
+35.9%
+172.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +5.1% |
| 7D | +1.9% | +4.0% | -2.0% | +1.9% |
| 30D | +0.1% | -2.4% | +2.5% | +0.2% |
| 3M | -8.5% | +2.7% | -11.1% | -8.4% |
| 6M | +38.1% | +21.9% | +16.2% | +36.1% |
| YTD | +80.1% | +24.7% | +55.3% | +74.8% |
| 1Y | +208.1% | +35.4% | +172.6% | +199.3% |
| All | +208.1% | +35.9% | +172.1% | +199.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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