+361.6%
LRCX vs CVS
+60.9%
+300.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.7% | +0.1% |
| 7D | -3.1% | -2.2% | -0.9% | -3.1% |
| 30D | -8.6% | -0.1% | -8.5% | -8.6% |
| 3M | -17.7% | -5.2% | -12.5% | -17.6% |
| 6M | +36.4% | +26.9% | +9.5% | +35.8% |
| YTD | +74.5% | +22.1% | +52.5% | +73.5% |
| 1Y | +159.4% | +30.8% | +128.7% | +157.8% |
| 3Y | +361.6% | +54.4% | +307.2% | +363.6% |
| All | +361.6% | +60.9% | +300.7% | +363.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling