+302,042.4%
LRCX vs CVS
+1,921.2%
+300,121.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.8% | +4.4% |
| 7D | +10.4% | -1.6% | +12.0% | +11.0% |
| 30D | +2.9% | +0.4% | +2.5% | +2.6% |
| 3M | -1.2% | -0.4% | -0.7% | -1.5% |
| 6M | +60.9% | +25.1% | +35.7% | +47.9% |
| YTD | +87.5% | +23.9% | +63.7% | +71.5% |
| 1Y | +206.6% | +41.1% | +165.6% | +167.7% |
| 3Y | +392.1% | +63.6% | +328.5% | +286.9% |
| 5Y | +478.4% | +31.5% | +446.9% | +385.4% |
| 10Y | +3,821.0% | +40.5% | +3,780.5% | +2,998.5% |
| All | +302,042.4% | +1,921.2% | +300,121.2% | +84,379.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling