+159.3%
LRCX vs CVS
+33.2%
+126.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.6% | -5.6% |
| 7D | +1.8% | -2.0% | +3.8% | +1.8% |
| 30D | -4.3% | +1.9% | -6.2% | -4.4% |
| 3M | -7.3% | -2.2% | -5.1% | -7.3% |
| 6M | +38.6% | +26.7% | +11.8% | +36.7% |
| YTD | +74.4% | +22.9% | +51.5% | +68.7% |
| All | +159.3% | +33.2% | +126.1% | +150.5% |
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