+424.9%
LRCX vs CVS
+31.1%
+393.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.6% | -5.6% |
| 7D | +1.8% | -2.0% | +3.8% | +2.0% |
| 30D | -4.3% | +1.9% | -6.2% | -4.5% |
| 3M | -7.3% | -2.2% | -5.1% | -7.2% |
| 6M | +38.6% | +26.7% | +11.8% | +34.5% |
| YTD | +74.4% | +22.9% | +51.5% | +69.2% |
| 1Y | +179.1% | +32.9% | +146.2% | +168.0% |
| 3Y | +357.7% | +62.3% | +295.4% | +318.6% |
| 5Y | +424.9% | +34.2% | +390.6% | +429.7% |
| All | +424.9% | +31.1% | +393.8% | +429.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling